As an outsourced accounting solution for small businesses, we pride ourselves in taking the accounting function completely off an owner’s plate. That process starts with a foundation of sound financials. It is essential that bookkeeping is performed accurately and in a timely fashion as it is the driver for actionable financial information as well as the basis of tax filings. Errors in the books can be very costly, from poor decision making based on faulty data to overpaying taxes. Therein lies the benefit of having a CPA handle your bookkeeping and taxes!

QuickBooks Online is our accounting platform of choice as it is the clear cut industry leader and is robust enough to handle 100% of the accounting needs of virtually all small businesses. It allows for integration with a multitude of apps (e.g., time tracking, expense reporting, online bill pay, etc.) that provide for a more efficient accounting system, which increases accuracy and saves a tremendous amount of time and money. We do, however, work with clients using QuickBooks Desktop as well, as it is sometimes a better fit for businesses requiring certain specific features. We are advanced certified QuickBooks ProAdvisors in both the online and desktop versions.

Our bookkeeping and accounting services include:

  • Capturing and properly coding all bank and credit card transactions
  • Bank and credit card reconciliation
  • Accounts receivable
  • Accounts payable
  • Payroll processing and tax filing
  • Job costing
  • Inventory tracking
  • Fixed asset management
  • Sales tax accounting and filing
  • Financial reporting
  • Management reporting
  • 1099 filings


The primary benefit of having a CPA handle both your bookkeeping and taxes is that you can be assured that you are taking advantage of every deduction and credit that you are entitled to. We have the experience to minimize your tax liability while planning for the future.

Our tax services include:

  • Business tax preparation (Sole Proprietorship, Partnership/LLC, S-Corp, and C-Corp)
  • Individual tax preparation
  • Tax planning
  • Tax problem resolution (penalty abatement, installment agreements, Offer In Compromise, Currently Not Collectible Status, etc.)