Our Services

At our accounting firm, we offer a wide range of services to meet the diverse needs of businesses.

We understand that the success of your business is dependent on accurate and timely financial data, and that's why we prioritize keeping your financial records in good order. Our services include:

  • General ledger: We maintain a complete record of all financial transactions and accounts, ensuring that your books are up to date and accurate.

  • Prepare financial statements: We prepare financial statements, including income statements, balance sheets, and cash flow statements, so you can keep track of your company's financial health.

  • Accounting setup for new and existing businesses: We provide accounting setup services for new businesses, and can help you transition your existing financial records to a new accounting system.

  • Quickbooks/Xero Setup and Software use for business: We specialize in setting up and using Quickbooks and Xero accounting software for businesses, ensuring that you have the right tools to manage your finances effectively.

  • Payroll: We provide payroll processing services, including tracking employee hours, calculating paychecks, and filing payroll taxes.

  • Accounts Payables: We manage your accounts payable, ensuring that all bills are paid on time and accurately.

  • Accounts Receivables: We help manage your accounts receivables, ensuring that all customer invoices are tracked and collected in a timely manner.

  • Reconciliation of all account types: We reconcile all of your accounts, including bank accounts, credit cards, and loans, ensuring that all financial records match and are accurate.

  • Cash and Accrual: We are experienced in both cash and accrual accounting methods and can help you determine which method is best for your business.

  • Setup chart of accounts: We help set up a chart of accounts that is tailored to your business needs, ensuring that your financial records are organized and easy to manage.

  • Reports: We provide a variety of financial reports, including profit and loss statements, cash flow reports, and balance sheets, giving you insight into your company's financial performance.

  • Budgets: We help you develop and manage budgets, ensuring that you have a clear understanding of your company's financial goals and objectives.

  • Excel: We are experts in Microsoft Excel and can create custom spreadsheets and reports to meet your specific needs.

  • Work alongside with your CPA: We work closely with your CPA to ensure that all financial records are accurate and up-to-date, making tax time a breeze.

  • Monthly and Year-End reports: We provide monthly and year-end financial reports, giving you a comprehensive view of your company's financial performance over time.

  • Catch-up services: We offer catch-up services for businesses that need help getting their financial records up to date, ensuring that all financial data is accurate and organized.

Overall, our goal is to provide comprehensive accounting services that allow you to focus on growing your business and achieving your financial goals.

“The best thing money can buy is financial freedom.”

— Rob Berger