individualized to your business and financial needs


  • monthly, quarterly ,or annual reviews
  • payroll and payroll tax reporting
  • bank and credit card reconciliations
  • sales tax reporting


  • customized to your specifications
  • held at your location
  • one-on-one with your computer and QuickBooks software


  • assets
  • transactions that misstate income
  • expense and liability accounts
  • monthly, quarterly, or annually
  • provide opportunity to ask questions
  • save time and expense with your tax accountant


  • reveal duplicate payments
  • identify recording errors, missed payments, deposit errors
  • minimize taxable income

Financial File Clean-Up

  • customize and memorize reports in QuickBooks
  • re-order, add/delete accounts
  • review credit card and loan payment activity
  • ensure principal and interest balance with statements
  • reconcile accounts payable and receivables
  • review asset and equity accounts for discrepancies
  • summarize prior years’ activity
  • speed up QuickBooks

Payroll and Payroll Tax Reporting

  • set-up payroll
  • train as necessary
  • provide complete payroll services
  • provide payroll tax reporting

Financial File Set-Up

  • select proper QuickBooks edition
  • install software
  • set-up company file
  • train as necessary