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SERVICES

Business Foundation

Bookkeeping/

Accounting

Services

Tax Preparation

Advisory

  • Conversions - Book cleanup  

  • Set up and training for QuickBooks Desktop & Online Software

  • Bookkeeping/Consulting/Advisory

  • Tax services 

  • Advice 

  • Set up and preparation

  • Tax planning

  • Small business

  • Individual

  • Self-employed Schedule C tax form

  • ​Business tax returns

  • Coaching

  • Financial metrics

  • Operational analysis

  • Business planning & organization 

  • Strategic planning

  • Goal setting 

  • Entity Type Analysis   

  • Accounting System Setup

  • Retirement Plan Analysis

Hand holding a pen , pressing a button on a calculator.
A 1040 tax form and a pen
Two hands on a computer and one hand with a watch
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