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Taking the Stress out of Small Business 

Accounting and Tax Preparation

Quickbooks Services

Quickbooks is a robust financial and accounting tool that we highly recommend to all of our clients.

We provide the following services with regards to Quickbooks:

Quickbooks Setup; we help determine the best subscription

Full Charged Bookkeeping; AP; AR;Accounting; Reporting; Compliance

Quickbooks Training

Controller Role via reviewing Books & Records

Financial Reporting using QB data


Sales Tax Compliance

Integrates​ into Intuit's Tax Software

Contact us at for Quickbooks assistance

Quickbooks Training

Get personalized training for your team, business, industry.  Training is done virtually, if local in person

Quickbooks Online Set-UP

Guide you through connecting bank and credit card accounts, establish opening balance via bank, credit, card, loan, lease agreements, accounts payable, account receivable, equity and ensure you choose the correct QBO subscription

Full Charge Bookkeeping 

Using technology and written procedure document we can pay your bills, create your invoices, follow up on accounts receivable, organize your transactions, reconcile your accounts, provide monthly P&L and cash flow reports


As your part-time controller I will review your books to ensure compliance to accounting & tax standards, test for fraud.

1099 -Misc Reporting

Ensure compliance to the IRS requirements of issuing 1099's annually in January

Tax Filings

Income & Sales Tax Returns

Income returns include: Personal, Estate, Trust, Gift, S-Corporation, Partnership, Corporation

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