Bookkeeping





Over 30 years experience – Bookkeeping services for small and mid-sized business.

Prepare financial statements 
Assist with forecasting 
Develop and Analyze Business Plans 
Develop Financial Models 
Prepare management reports such as: 
a. Customer analysis reports 
b. Analysis of major expenses 
c. Budgeting reports 
d. Cash flow reports 

Manage accounts receivable and accounts payable 
Prepare presentations for shareholders, management, and company-wide meetings 
Analyze business opportunities 
Review existing bookkeeping systems, learn the customer's needs and make recommendations. 
Regularly (determined by need) input new information. 
Run financial management statements for month-end, quarterly or year-end periods. 
Prepare payroll records including state and federal withholding reports. 
Create management reports as requested. 
Assist with tax preparation. 
Assist with invoicing or other office data management tasks. 
Word processing, data entry and bulk mailing also available. 


Our software experience covers QuickBooks • Peachtree • Yardi Property Management System • RentRoll Property Management Software • Document Management System (DMS) • and more



Bookkeeping
Payroll
Taxation

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SERVING SMALL AND 
MID-SIZED BUSINESSES SINCE 1986

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BookkeepingPayrollTax PreparationOther