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
Recent Updates
- Nicole Warren is now a QuickBooks ProAdvisor®
- Steve Buchanan: Certified in Quickbooks Point of Sale Version 8.0
- William Hall: Certified in QuickBooks Point of Sale Version 8.0
- William Hall has passed ALL FOUR of the section of the Uniform CPA Examination
- Steve Buchanan, Certified QuickBooks ProAdvisor® 2010




