Small-Medium Business Services


  • Bookkeeping
  • Develop, update and maintain accounting systems
  • Assist in preparing for and complying with external auditors
  • Compilation of financial statements and other reports for any need (e.g. bank loan, tax return, bonding, asset and liability management)
  • Preparation of federal and state tax returns, monthly and quarterly tax reports or provision of tax-ready information to your chosen financial professional

Individual / Family Services

  • Customized accounting and reporting system
  • Preparation of regular, timely reports that track income and spending at a detailed level
  • Compilation of financial information and reports for bank loans, court proceedings, tax returns, net worth tracking and asset and liability management
  • Preparation of individual federal and state tax returns or provision of tax-return-ready information to your current accountant for the necessary filings
  • Financial service to individuals going through divorce or facing other family law matters