Other Services


One of the cornerstones of our service is providing business owners with accurate, up-to-date financial reporting. Once we have an in depth understanding of your business, we work with you to produce reports meaningful to you. Just as important, we make sure you understand what the reports are telling you about your business. These reports could include any or all of the following:    

  • Income Statement – monthly and year-to-date     
  • Balance Sheet
  • Cash Flow Statement
  • Sales Reports
  • Receivables and Payables Aging Reports     
  • Reconciliation Reports – all bank accounts, credit cards and loans
  • Payroll Reports
  • General Ledger
  • We are also available to perform Accounts Receivable and Payable tasks

All bookkeeping processes and procedures are designed with your goals in mind – reports that will help you run a more profitable business with improved cash flow.      

Tax Preparation

Whether you are a sole proprietor, do business as a partnership, S Corp, C Corp or LLC, we are able to prepare your tax returns ensuring that you pay only the minimum tax required. We prepare tax returns for all 50 states. We also prepare Form 990 for non-profit organizations and Form 1120H for homeowners associations.

Non Profit Organizations

We help non profit organizations with their internal accounting. If you are an executive director or a board member of a non profit organization, we can help you have an efficient, effective financial department. From basic bookkeeping, to controllership and CFO support we can help.    Your non profit has an important mission. You have a passion for your cause, and you are terrific at what you do, but accounting isn’t your strong point. You know you can’t realize your mission without a solid finance department, but you’ve got better places to put your limited resources than into bookkeeping, budgeting, forecasting and financial analysis. As an executive or member of the board, you want actionable management information that helps you run things more effectively and efficiently. You need quality information that’s accurate, timely and easy to understand. You want the reassurance that your finance department is running the way it’s supposed to. That is where we come in. We step in and handle the fiscal duties you can’t get to, or get into.       

Homeowners Associations

We provide self-managed condominium associations with timely, accurate and easy to understand financial statements as well as taking care of all their accounts payable, receivable and banking needs; so that they can effectively manage their properties at significant cost savings over traditional management companies.

Business Advisors

With over 40 years of successful hands-on business experience, we can identify the problems and provide tangible solutions in a timely manner.