About Us

wordcloudOur team of professionals serves the accounting and tax needs of individuals and owners of small to mid-sized businesses. We look for opportunities to help you meet your accounting needs and goals so that you can have the business you always dreamed of. We enjoy getting to know each client so we can offer personalized and customized service that help save you time and money.

The types of projects we typically perform for clients include tax return preparation and planning, outsourced controller services, bookkeeping and payroll, QuickBooks® consulting and training, and special projects. Our tax return preparation services comprise a variety of clients, including individuals corporations, partnerships, nonprofits, estates, and trusts.

On the accounting side, we offer bookkeeping, payroll, outsourced controller services, budgeting, cash flow forecasting, cloud accounting, loan package preparation, and financial statement preparation. We also offer QuickBooks® software selection, setup, customization, training, troubleshooting, and consulting.

Our firm serves clients in many industries, including professional services such as consulting, law firms, architects, physicians, dentists, HR consultants, technology companies, and insurance companies; personal services such as hair stylists, nail salons, barbers, caterers, dog sitters, child care services, psychologists, wardrobe consultants, makeup artists, physical trainers, and metaphysical workers; health care services such as medi-spas, physical therapists, home health care, retirement homes, nursing care, nutritionists, chiropractors; construction, trades, landscapers, lawn mowers, interior designers, moving companies, real estate, food service, restaurant, retail, wholesale, distribution, manufacturing, and more.

Please don’t hesitate to give us a call so we can find out more about your accounting needs and goals.