• Over 20 years experience
• Enrolled Agent (www.csea.org) since 1989
• Individuals
• Corporations
• Partnerships & LLCs
• Estates & Trusts
• Exempt Organizations
• Year-round service with a personal touch to suit your needs
• Planning
• Tax Agency Representation: audit, collections, payroll and sales tax
Full-service Bookkeeping:
• Knowledge of many accounting software programs
• Can log into your system via remote access
• Payroll services and returns
• Sales Tax returns
• Bank reconciliations
• Complete service possibilities from raw data entry to month-end General Ledger review and
financial statement preparation
• Help your employees to manage their workload
QuickBooks ProAdvisor:
• Provide QuickBooks training and implementation
• Remote access available
• Secure access on our website for download and upload of data
Office Management Consulting:
• Onsite review of office procedures
• Design efficient accounting procedures
• Employee training
• Monthly General Ledger review and financial statement preparation
• Software conversion support
• Experience with many business industries
Construction Industry Specialists:
• Certified Trainer for The American Contractor
• Authorized Associate for Sage Master Builder
• QuickBooks ProAdvisor with Construction experience
• Training and implementation
• Vast knowledge of job schedules and job-costing methods
• Willing to work with your CPA and/or Surety Company to provide periodic financial statements -
clean and ready for CPA-prepared Review or Audit
• Have fully-supported software onsite for The American Contractor, Master Builder and QuickBooks