SERVICES

We provide bookkeeping and accounting services to include accounts payable, accounts receivable, bank reconciliations and trial balance (cash on hand) reporting. We provide our small businesses and non profit clients with Profit and Loss Statements, Balance Sheets, General Ledger Reports and a Statement of Cash Flows. We assist our clients with preparation of their annual profit plans to achieve the strategic goals for the entire organization.

We provide tax preparation services to keep your business compliant with the ever changing tax laws. We prepare Sales & Use Tax Returns, Schedule C Tax Returns, 1065, 1120 S & 1120 Corporate Tax Returns, 990 Tax Returns and 1099's for our monthly clients.

We will ensure your organization is operating as fiscally efficient as possible while remaining compliant with all regulatory agencies. We will provide you with your organization’s profitability, the value and nature of your organization’s assets, liabilities and owner’s equity. We will also reveal resources available to you, the means employed to finance those resources and the results achieved through their use.

Our team is certified to conduct organizational assessments aimed to enhance an organization's effectiveness, management, and governance capacity through a team-based effort and appreciative inquiry. The assessment focuses on 10 critical areas, including: Corporate structure and governance, Leadership and organizational culture, Planning and strategy, Human talent, Financial health, Programs and services, Infrastructure , Communications, Transparency and accountability, Advocacy and lobbying.

Financial training and seminars are offered to individuals, small groups, business partners and civic organizations.