I enjoy working with small businesses assisting with their accounting, bookkeeping, payroll and tax planning and preparation. There are several accounting packages on the market, but QuickBooks has risen to the top of my preferred vendor list for small clients because of their user-friendly set-up, affordable price, and easy access to data. Whether you need assistance with initial set-up, occasional questions, or full accounting support, I hope you will consider me your first contact.

INCOME TAX - for both BUSINESS and PERSONAL

• Tax consultations as needed - planning, estimates
• State Sales Tax
• Personal Property Tax returns
• Federal and State Income Tax returns

CLIENT SET-UP

• Design Chart of Accounts and reports
• Prepare list of 1099 recipients
• Compile employee list/ list of sub-contractors

SOFTWARE EVALUATION & SUPPORT

• Install accounting software
• Discuss options for in-house accounting software
• Evaluate current in-house accounting system

FINANCIAL RECORD KEEPING SERVICES

• Maintain transaction records
• Write checks/make deposits
• Reconcile bank statements

PAYROLL SERVICES

• Monitor payroll procedures, help when needed
• Maintain payroll records
• Assist in filing of payroll deposits for employer taxes
• Federal & State quarterly returns

FINANCIAL STATEMENTS

• Process financial statements with % reflecting income and expense trends including monthly budget figures
• Balance Sheet/Income Statement