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FINANCIAL STATEMENTS

Compilation - Financial statements prepared from information obtained from the client. An opinion as to their conformity with accounting principles generally accepted in the United States of America is not provided.

Review - Financial statements prepared from information obtained from the client for which analytical and inquiry procedures are performed to ensure that no material modifications need to be made for the financial statement to be in conformity with accounting principles generally accepted in the United States of America.

Audit - Financial statements prepared from information obtained from the client for which analytical procedures, inquiry and substantive testing is required to issue a certified opinion as to the financial statement�s conformity with generally accepted accounting principles

ACCOUNTING

Compilations - We take the accounting information you provide. This is usually performed as preparation for year end tax engagements.
  • Fixed Monthly Fee
  • Unlimited Consultation
  • Convenient Pickup and Delivery of information
  • Increased opportunities for tax planning

  • Our preference for bookkeeping software is QuickBooks.
    QuickBooks is the ideal business accounting software for small to mid-sized business owners.

    QuickBooks Setup
    Although QuickBooks is designed for the layman to understand, the initial setup and installation can be tricky. Save hours of frustration by allowing us to setup QuickBooks for you correctly.

    QuickBooks Training
    Once QuickBooks is setup and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.

    QuickAnswers
    Employees in your accounting department will find comfort in knowing that the answers to their QuickBooks questions are only an email or phone-call away. Email and telephone support prevents many wasted hours of aggravation and embarrassment.