Our firm offers a wide range of services to our individual and business clients, as well as community groups and board members. Because our firm is relatively small, our clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. Click the PDF image to the left to download a detailed listing of services.
- Bookkeeping/Write-Up
- Business Entity Selection
- Payroll Services
- Sales Tax Services
- Tax Planning
- Retirement Planning
- Tax Preparation
- Education, Speaking Engagements, and Board Presentations
- Other Services
Bookkeeping/Write-Up
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff — all QuickBooks Certified ProAdvisors — can assist you with the day-to-day tasks associated with bookkeeping, or provide monthly or quarterly checkups.
Business Entity Selection
Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Payroll Services
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you implement a payroll service, integrate it with your bookkeeping system, and give you a discount on the monthly fees. If you are interested in a payroll service without engaging our services, then use our referral link to get a signing bonus.
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Tax Planning
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Tax Preparation
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
Education, Speaking Engagements, and Interviews
Thinking of hiring Nancy as a speaker, or having her on as an interview guest? This is a favorite area of her work! See links to past engagements on our Presentations & Interviews page.
Other Services
Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.
- “Ask A CPA” Consulting for Bookkeepers and Accountants
- Setup, Support and Training for QuickBooks software
- Point of Sale (POS) Implementation & Integration
- Point of Sale-QBO Syncing
- Reasonable Compensation Calculations
- Financial Statements – Making sure your financial records are both timely and accurate
- Financial Analysis & Interpretation – Using your books to help you make management decisions, determine trends, and evaluate your financial health), but on the Services page you just have a list item at the bottom
- Income Tax Preparation for Businesses & Owners
- IRS and State Audit Representation for Clients
- Cash Flow Forecasting
- Employee Benefit Plans
- Internet Commerce