Services

Business Start Ups

Are you starting a new business but don’t know how to start? We have a proven track record in assisting small business entrepreneurs with:
• Writing a business plan
• Developing accounting systems and procedures that grow with you
• Meeting business license requirements
• Setting up payroll and tax
• Integrating systems to with your accounting

Small Business Accounting/Bookkeeping

Together, we will focus on understanding the unique qualities of your business. We will take the time to evaluate your systems, staff, and processes. We will organize and audit your financial data and accounting systems, so that simple solutions can be found for complex issues.

We offer flexible services that include the following:
• Bookkeeping and financial reporting
• Accounts Payable
• Accounts Receivable
• Payroll
• Business Administration
• QBO specialist
• Year end reporting

Legal Accounting

Whether you work on a contingency basis or hourly, we can assist you through the many steps of setting up and integrating your case management, billing, and accounting. We work with time, billing, and accounting software which organizes time management, budgeting, client billing and the general ledger.
• Implement Case Management system
• Set up Accounting system for operations and trust (client deposits)
• File for Business licenses

Estate and Trust Reporting

In addition to our business accounting, we also handle trust and estate fiduciary reporting. Managing the assets in an estate can be an endeavor in and of itself as each has multiple moving parts and the accounting is specific. When a loved one passes on there are a lot of things to take care of and we can give you piece of mind by handling the accounting. We have experience preparing reports with:
• Estate and Trust probate
• Special reporting needs for investment portfolios
• Real property acquisition and disbursement
• Asset conversions, distributions and reconciliations