Client Services

Client Services

Our Certified Public Accountant (CPA) firm offers a wide range of services to individual and business clients. Since the firm is small, we are able to offer our clients personalized quality service at a reasonable fee. Utilizing the latest technology, many of our staff work from a virtual office allowing us to keep our overhead low and charge reasonable fees.

Below is a snapshot of services we offer clients. Please note: this is a short list of some of the services we offer so please inquire about a service if you do not see it listed below.

  • Part-Time CFO Services
  • Small Business Advisors
  • Tax Planning
  • IRS Representation
  • Bookkeeping & Write-Up
  • QuickBooks®  setup, support, training
  • Several members of the staff have the designation: Certified QuickBooks ProAdvisor
  • Income Tax Preparation for individuals and all types of businesses
  • Business Entity Selection and Business start-up services
  • Payroll Services
  • Sales Tax Services
  • Financial Statements and Attestation
  • IT consulting: ex. set up your QuickBooks file on a server in multi-user mode