Your Stable Financial Partner
We are a boutique accounting firm whose goal is to provide timely, organized, accurate and meaningful financial information for our clients.
Scope of Services
Financial Management
- Bookkeeping: Manage daily transactions, monthly financial oversight, bank reconciliations
- Financial: Financial statement reconciliation, preparation, and/or review, distribution of profits, cash flow management, accounts payable and/or accounts receivable management
- Payroll: Management of payroll and payroll taxes
- Planning: Preparation of accurate and useful financial information to support decision making, Implementing financial dashboards
- Outsourced CFO services
- Licensed Notary Services
Human Resources Management
- Open enrollment coordination and management
- New hires and terminations
- Reconciliation between benefit invoices and payroll records
- 1099/W2 Preparation
Consulting
- Perspective and direction regarding financial management
- Evaluation of controls
- Evaluation of financial processes
- Quickbooks Certified Expert
- Enrolled agent with the IRS
