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Accounting Services

Bookkeeping

Complete bookkeeping services for small businesses. Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all many accounting programs including Quickbooks.

Financial Statements

Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.  Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

Payroll Services

We provide payroll services for your small business; this includes issuance of payroll checks and preparation of monthly, quarterly and annual employment tax returns.  We also offer direct deposit for your employees. 

Tax Preparation Services

Individuals

Tax return preparation and filing is our firm’s primary area of focus.  Lesley is an Enrolled Agent, authorized to represent taxpayers before the Internal Revenue Service.

Business Tax Returns

A variety of small business tax returns are prepared each year.  Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed.

Tax Planning

We provide long term, annual and mid-year tax planning and tax forecasting services.  Tax planning and tax forecasting services for individual and small business clients is essential to your financial success.  Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.  

Fiscal Training

Individuals

We offer coaching sessions to help individuals and families create and meet financial goals; whether it is to reduce debt or grow savings.  We also provide training in various software programs to track your family finances with ease.

Businesses

We offer guidance to business owners in the basics of financial analysis.  We demonstrate to business owners how to analyze their monthly financial reports so that informed decisions can be made at the management level.   We also provide QuickBooks training for small businesses and their staff.

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