As a firm believer in the Golden Rule, if you’re looking for a firm that will focus on you and your needs, and always treat you like a client who matters, look no further.  Our firm offers a full range of professional services.


We have embraced cloud computing as that gives our clients the opportunity to have real time information on their business.  To that end we are in the process of converting our current clients to QuickBooks Online accounting software.  We have discovered that although there was some hesitation at the beginning, after a few months they have embraced the new technology and are wondering why they waited.  New businesses are setup in QuickBooks online immediately.


We can assist your in-house bookkeepers to make sure your systems and procedures are running properly and have adequate controls to safeguard the business assets.  With QuickBooks online and the many many applications which work in conjunction with QuickBooks online we can tailor your accounting to improve your back office and save time and money.

Business Coaching

I help business owners in excelling in their business by helping them to determine where they want to go and helping them to map their progress.  We usually meet once a week by telephone or Skype for about an hour.

Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

Financial Statements

With QuickBooks Online financial reports are available quickly and since the books are kept in real time the reports will give you an accurate financial picture.

IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

Payroll Services

We recommend outside payroll services such as Intuit Payroll, PayChex or ADP depending on the needs and requirements of our clients.  The can provide additional services such as medical and workmen’s compensation insurance.

Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

QuickBooks Coaching

I offer local coaching on QuickBooks as well as one-on-one training and support using the latest technology. This allows me to visit you virtually via the internet around the country.

Why one on one versus taking a class?

  • I come to you via the internet to focus on you and your business
  • Because we are in a one to one situation I can concentrate on your specific issues in setting up your QuickBooks.
  • Since it is about YOU, we don’t have to spend time on QuickBooks features that are not needed in your business.

Because I am as close to you as your telephone and internet connection, I can be supporting you quickly, sometimes within minutes. I can diagnose the problem, offer alternatives and together we can resolve the situation within minutes and you are quickly back to work.

Whatever your challenge is with QuickBooks, I can give you the guidance you need to:

  • Get your QuickBooks set up right.
  • Achieve higher productivity by automating your billing and payables.
  • Manage your business
  • Start a new venture or acquire an existing business and track it easily in QuickBooks.

Not sure how virtual support can work for you, I would be happy to demonstrate with no obligation.

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Call Today to schedule an appointment! We come to you!