The Importance of Cash Management-A Planning Tool for Small Business

Examples of Bookkeeping Services

  • Account Reconciliation
  • Error Correction, Reclassifications
  • Setup & Cleanup of QuickBooks and Financial Records
  • QuickBooks Training


Accounting vs. Bookkeeping: 

Accounting is not bookkeeping and vice versa. An outsourced Accountant and Bookkeeper needs expertise in both, and you, as the Client, should demand nothing less. Even highly proficient Bookkeepers can create problems for a business’s financial records if they’re not familiar with fundamental accounting principles, let alone more complex transactions. It’s like saying, “I’m a great Formula-1 Race Car Driver, but I know nothing about Cars.” 

Accounting and Tax Implications of Transactions: 

I also have the foresight and understanding to advise Clients on the accounting and tax implications of certain transactions before they’re executed. 

QuickBooks Expertise:

I’ve helped clients understand the importance of using QuickBooks proper workflow processes and the problems that are created when these processes are bypassed or used in ways, not intended. Is your Undeposited Funds balance increasing and you don’t know why? Negative balances in asset or payables/liability accounts? Let us help. I’ve resolved erroneous or duplicate entries and corrected books/records for many Clients to preserve their historical data without starting from scratch with a new file. 

Available for QuickBooks and Excel Training: 

I’m also available for QuickBooks and Excel training and can accommodate small as well as large groups.

Accounting Services
Accounting can be divided into two distinct areas: Financial Accounting involving Compliance and Managerial Accounting-data that Owners/Operators/Managers and Partners need to make informed, relevant decisions. We can help with both.
Accounting Services
Advisory Services
We're able to provide expertise in several areas of your business in addition to Accounting, Bookkeeping and Tax-related services. We can claim this, because we’ve lived it. Give us an opportunity to gain your trust. We want to become your full-service Advisor.
Advisory Services
Bookkeeping Expertise
Bookkeeping is the process of inputting, classifying, error correction and maintaining accounting records. Understated or overstated accounts? QuickBooks workflow issues? Problems, large or small, simple or complex, let us help.
Bookkeeping Expertise
Tax Services
Whether it's Tax Planning, Tax Preparation, or Tax Resolution, small businesses need help navigating the complexities of the tax code. If you have unfiled returns, tax liens, levies or tax debt, contact us so we can discuss your tax-related issues or needs.
Tax Services