Accounting Services

  Accurate, up-to-date records are the foundation of sound financial management. 

We handle:

• Transaction recording and categorization
• Bank, loan, and credit card reconciliations
• Chart of accounts setup and maintenance

We prepare clear, tax-basis or regulatory-compliant financial statements that help you understand your business’s financial health:

• Balance Sheets
• Income Statements
• Cash Flow Statements
• Custom financial reports including key performance indicators

 We help you get the most out of your accounting software:

• Setup and training
• Ongoing support and troubleshooting
• System optimization and integration

We provide regular reviews of your QuickBooks or accounting software maintained by you or an employee to ensure your records are accurate and tax-ready:

• Periodic reconciliations
• Adjusting journal entries
• Year-end closing assistance
• Ensure you have sound and latest financial information for tax planning decisions
• Aging reports and cash flow forecasting

 We help you stay compliant with periodic filings so that you can focus on operating your business:

• Sales Tax filings
• Unclaimed Funds reporting
• Commercial Activity Tax Filings