Accounting, Assurance & Attest, Bookkeeping and Payroll Services  | Tax Services  | Personal & Business Advisory Services


From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our Accounting services  steer you closer to these goals with accurate record-keeping and reporting.


>>Our firm provides a full range of cost effective professional and personalized accounting services, including General Accounting, Bookkeeping & QuickBooks and Payroll services


Our General Accounting services include but not limited to:

  • Chart of Accounts, including General Ledger setup and maintenance
  • Planning and Budgeting
  • Cash Flow Analysis and Forecasting
  • Financial Statement preparation – monthly, quarterly, annual
  • Monthly & year-end closing assistance
  • Account reconciliations & Journal entry recording
  • Fixed Asset Management, including Depreciation Schedule
  • Accounting software selection assistance and setup
  • Accounting staff training
  • Accounting policy and procedure documentation

>>As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits! We also offer outsourced Bookkeeping & QuickBooks and  Payroll services to help our clients focus on their core business, while obtaining the complete and accurate financial information they need to make strategic business decisions.


Our Bookkeeping & Quickbooks services include but not limited to:


  • Outsourced Bookkeeping
  • Reconcile your bank statements
  • Generate Income Statement & Balance Sheet
  • Bookkeeping/General Ledger Clean-up
  • Provide unlimited consultation
  • Provide customized report as needed


  • QuickBooks set-up,
  • QuickBooks file review and data clean-up
  • QuickBook Training
  • Ongoing QuickBooks consultation & QuickBooks transaction/file review


Our CFO Outsourced/Contracted Services includes, but not limited to:

  • Oversee in-house accounting and administrative department
  • Maintain Corporate Finance
  • Attend staff meetings, financial reporting meetings and serve as board of advisory
  • Review and revise process and procedures
  • Assess and implement Accounting software
  • Review and develop internal control and segregation of duties
  • Provide budgeting, cash management – analysis and forecasting
  • Oversee the financial reporting cycle and monthly close
  • Mergers and Acquisitions assistance, due diligence
  • Review of insurance policies
  • Oversee legal communications
  • Assist in preparing required management documents and maintaining strong communication with independent auditors
  • Analysis of equipment purchase, expansion etc.


If you’ve had enough of doing payroll yourself, our firm can make it easy for you!

We offer payroll solutions that meet your business’s needs and enable you to spend time doing what you do best–running your company. We provide pay roll services in two ways:

Comprehensive Payroll Services:
Our Comprehensive Payroll Service takes care of all of the payroll processing for you, including required Federal/State Filing

After-the-Fact-Payroll Services:
We will take your manually-prepared payroll records and other payroll information and perform the necessary accounting tasks and Federal/State filing



We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We provide financial reporting on the following levels of assurance:


An audit provides the highest level of assurance and, as such, requires much more work by a Certified Public Accountant (CPA) than is required for compilation or review

An accountant/auditor is required to corroborate the amounts and disclosures included in the financial statements through test of the accounting documents, physical inspection, the use of third party confirmations or other procedures deemed appropriate.

The auditor’s report provides an opinion that the financial statements present fairly in all material respects, the financial position of the company and the results of operations in conformity with generally accepted accounting principles (GAAP).


A Review requires an accountant to perform more procedures than is required with a compilation, but less than an audit. An accountant performs inquiry and analytical procedures on the financial statements and provides limited assurance that there is no material modification that should be made to the financial statement to be in conformity with GAAP.


Is the lowest level of service that a CPA can provide for a client’s financial statement. A compilation basically involves presenting information, consistent with management’s representation, in the form of financial statements, without expressing any assurance on them.


Is an engagement in which an accountant/CPA is engaged to carry out those procedures of an audit nature to which the auditor and the entity and any appropriate third parties have agreed and to report on factual findings. Examples:

  • Projections, Budgets and Proforma Financial Statements
  • Fraud Investigations and Confirming Bank, Accounts Receivable and Inventory balances
  • Projections, Budgets and Proforma Financial Statements
  • Internal Control Policies & Procedures



Tax laws and their interpretations are best left to the experts, even among accountants. Keeping abreast of ever-changing tax laws and trends enables us to anticipate tax savings opportunities for our clients. You need to be confident that this expertise is firmly established in your accounting firm and that your tax needs are always at the forefront.


We advise and guide you through the complexity of tax law as it impacts you (an Individual) and/or your business, explaining it in everyday terms. We routinely monitor impending changes in tax law and its potential impact.

We begin with rigorous tax planning, evaluation of optimum strategies and then continual monitoring of the plan. This same approach is followed for personal tax services, with particular attention paid to individual objectives while also considering business, estate and succession issues.

List of Tax preparation services:

  • Individual & Sole Proprietorship returns
  • Partnerships and Limited Liability Company (LLC) returns
  • S-Coporation returns
  • Estate & Trust returns
  • Non-profit & Gift tax returns
  • C-Corporation returns

Is your Books a Mess? No Problem!
If you own a small business and haven’t kept up your bookkeeping, don’t worry. We can help you. We’ll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we’ll help you set up an easy system that allows you to keep your books in tip-top shape next year. We provide the following:


Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

We recommend Tax Saving Strategies that help you by…

  • Splitting and Shifting income for lower tax bracket.
  • Initiating techniques designed to accelerate deductions and delay income (or vice versa depending upon prospects for next year) that could yield tax savings
  • Using investments to produce income that is tax exempt
  • Income tax Planning
  • State & local income tax issues
  • Transactional tax planning
  • Tax effect on Retirement planning


We’re here to help you resolve your tax problems. Contact us if any of the following apply to you:

  • Have you received an IRS audit notification?
  • Haven’t filed your tax returns for years?
  • Do you owe Back Taxes?
  • Do you need professional to examine your tax issues?



Our firm also provides comprehensive advisory services that address an essential variety of business needs. From personal financial statements, business Start-up services, management support and growth strategy, forensic accounting services, internal audit, our combined accounting and advisory services take a holistic approach towards improving your overall business efficiency.

Our Advisory/Consulting services falls under four lines of services, including General Consulting, Internal Audit, Non-profit Consulting, and Elderly-care Consulting services


Our Business Advisory Services includes but not limited:

  • Starting a Business
    • Entity selection and structure
    • Registrations with IRS and states
    • Selection of accounting systems
    • Design of accounting procedures/policies
  • Business management support, including developing Internal Controls
  • Growth strategies
  • Personal financial statements
  • Buying a business or Merging with and existing entity
  • Forecasting and Business Planning (goes beyond budgeting)
  • Organization Internal Control Development and Testing of control for compliance


Organization may find the need of hiring trained professional to evaluate the organization’s operations and determine if the appropriate controls are in place to ensure the proper handling of resources and protection of assets.

We assess internal control systems to determine the efficiency and effectiveness of operating procedures. We make recommendations that help organization become stronger and more profitable by correcting any inefficient or ineffective operating procedures we find.

Our Internal Audit service falls under:

Financial, Operational and Compliance/Regulatory  review procedure

We provide our Internal Audit Service through:

-Co-sourcing &



We provide services by setting-up and maintaining non-profit organization’s tax-exempt status and handling the IRS reporting requirement (where applicable).

Additionally, we provide internal control assessment to evaluate appropriate internal controls for Non-profit organization’s financial reporting and compliance requirements and develop system of Internal Controls and staff training


As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.

As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.

With our professional financial services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your parents or grandparents best interest.

Your loved ones get assistance with their daily finances and business duties and you are kept informed of every step we make. That way, you always know that your family member’s needs are being met.

Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, you get help in any of the following areas…

  • Reviewing and paying household bills, budgeting, and record keeping
  • Assistance with check writing and checkbook balancing.
  • Making sure money is received, receipted, and deposited.
  • Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
  • Reviewing retirement account distributions and safeguard against improper disbursements.
  • Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
  • Preparing an inventory of personal assets and investments.
  • Helping in identifying and planning their retirement income, needs, and goals.
  • Determining current and long-term cash flow needs by analyzing income and expenses.
  • Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance.
  • Monitoring investment portfolio and other assets in conjunction with their investment Advisor.
  • Preparing, planning and filing income, trust, gift and estate tax.
  • Providing referrals to local services and agencies.
  • Arranging proper level of care, transportation, and caregiver assessment.

Planning for the future is important, and elder care services are crucial to help your elderly family members maintain their independence and financial freedom. Contact us today for more information


Our Firm prepares Medicare and Medicaid cost reporting for Skilled Nursing Facilities, Home Health Agencies, Hospices, Federally Qualified Health Centers, Rural Health Clinics, Community Mental Health Facilities, and Group Homes.

This service includes:

  • Analysis of accounting records to ensure compliance with Medicare regulations.
  • Electronic cost report submission file.
  • Medicare PPS revenue and expense analyses

Additional Services Available:

  • Financial Statements Audit, Review & Compilation
  • Internal control evaluation and recommendations for compliance with Medicare & Medicaid requirements
  • Medicare and Medicaid audit support
  • Consultations in the preparation of financial statements in accordance with Medicare and Medicaid requirements
  • Financial projections and valuations regarding new projects, proposed changes in services, and changes of ownership