Industries We Serve

Expert financial solutions tailored for small businesses and non-profits, helping you achieve growth and success with personalized accounting, tax, and consulting services.

Small Businesses

Your Content Goes Whether you’re just starting or looking to expand, we offer a range of accounting and consulting services designed to help your business grow. We assist with entity selection, financial projections, accounting systems, and controller consultations, providing you with the tools and resources to succeed. Our services include:

Budget and Forecasting

Helping you create realistic financial plans.

Pro Forma Financial Statements

Offering future financial outlooks for planning.

Customized QuickBooks Setup and Training

One-on-one training to streamline your accounting.

QuickBooks Review

Monthly, quarterly, or biannual assessments to ensure accuracy.

Full-Cycle Accounting

Comprehensive support for all your accounting needs.

Employment Taxes and 1099s

Ensuring compliance with tax laws.

Tax Return Preparation

LLC, Partnership, S Corp, and C Corp returns.

State and Multi-State Tax Preparation

Comprehensive support for all your accounting needs.

Time and Record Keeping Solutions

Efficient tracking for improved business operations.

Controller Consulting

Strategic financial oversight for better decision-making.

Non-Profit Organizations

Non-profits require specialized financial care, and we offer dedicated services to ensure compliance and support for your organization’s mission. Our tailored solutions for non-profits include:

  • Application for Tax-Exempt Status – Assisting with IRS paperwork to gain exempt status.
  • QuickBooks Setup and Training – Customized for your organization’s needs.
  • Monthly or Quarterly Bookkeeping – Keeping your finances in check with regular oversight.
  • Financial Statement Reviews – Providing reviewed or compiled statements for transparency.
  • Chart of Accounts Development – Tailoring your accounts to include program-specific accounting.
  • 990, 990EZ, and Nonprofit Postcard Preparation – Ensuring proper tax filings for compliance.
  • Asset Schedule Development – Managing unrestricted and restricted assets.
  • Budgeting and Cash Flow Forecasting – Helping you plan for the future with confidence.