Professional Accounting

Bookkeeping Services

I provide various levels of bookkeeping services, depending on client needs.  This can include payroll, check processing & reporting.

Budgeting

I can help you create your budgets.  It can be for the year, or for a project.  Everyone needs a budget!

Training

QuickBooks training available, but I can help you with other systems as well.  If you have a more low tech system, something like a check book, I can help you learn how to make it work better for you.   Or if you have hired a bookkeeper who needs a little help, I can help with some guidance on procedures and accounting principles.

Tax planning

Planning should happen all year long. You and I will look at how your income & expenses are looking and prepare you for year end filings.  This could include factors such has when to buy equipment.

Quickbooks

Thinking about getting QuickBooks?  I can help you decide which version fits best for your business.  I can help get you set up and ready to go on your own.   If you need training, I can help with that too.  And if you decided you don't want to do the bookkeeping part yourself, I can help there too!

Taxes

Individual taxes, partnership returns, corporate taxes and nonprofit returns (including private foundations). Want a fully remote experience? We can zoom or talk by phone or email. You can submit all your documents online via a secure portal. As always, we can meet in person.