Accountant and Advisor Services



Receivership & Fiduciary Services

Business Consulting

Business Process Consulting

Debt and Finance Advising


Quickbooks Consulting


Attest Services

Compilations of Financial Statements

Reviews of Financial Statements

Agreed Upon Procedures Engagements


Client Accounting Services

Monthly Reconciliation of Bank and
Credit Card Accounts

Review of General Ledger for
Proper Transaction Posting

Monthly General Ledger Accounting

Meetings to Discuss Financial Information

Financial Projections and Forecasts


Income Tax Consulting
and Compliance

Tax Preparation & Compliance

Tax Nexus

State & Local Tax Compliance

Tax Projections

Sales Tax Compliance

R&D Tax Credits


Payroll Services

Payroll Processing

Preparation of Federal Tax Returns

Preparation of State Tax Forms

Preparation of 1099’s