Areas of Practice


Bookkeeping

 

We specialize in maintaining clients’ financial records through a variety of platforms, and we will work with whatever platform you are most comfortable using. We perform month end reconciliation, review and report preparation, year end closing and preparation for taxes, and other day to day tasks requested by clients. We are proficient in Quickbooks Online and our founder is a Quickbooks Certified Pro Advisor. We are experienced in maintaining accounts clients have already set up and in setting up new accounts or migrating clients from their current platforms to Quickbooks. Our current clients include those in the fitness, interior design, physical therapy, engineering, consulting, construction and retail industries. We also provide bookkeeping services to private foundations and other not-for-profit organizations.


Personal and Small Business Tax Preparation

 

We provide small business and personal tax preparation services to our clients, who include partnerships and LLCs, rental property owners, and retirees. We stay up to date on ever-changing Federal and State tax laws, and we use the most well-respected tax preparation software platforms on the market.


Accounting Consulting

 

Bookkeeping and tax preparation requires much more than just sitting behind a computer and crunching numbers. We strive to develop a personal relationship with each of our clients so that we can help counsel them every step of the way in their small business journey. We learn their businesses so that we understand what is really happening behind each transaction. We want your financial reports to tell your story so that you can effectively manage and grow your business.