Accounting & Bookkeeping Services

We get it!  Your core focus should be on what your specialty is, right? ...not on the numbers - but you're unsure of how to manage your revenues and expenses and make them grow, correct?  That's what we're about.


we bring everything about business under one roof - our roof; and ensure that we provide the business solutions you need at any point whether your starting out, growing, expanding, exiting your business or finally being able to retire. Our goal is to ensure that you pay your fair share of taxes - but not a penny more.

Here are the key points that businesses require at different stages:


Captures the day-to-day activities that form the life-pulse to your business. Dependent on the transactions each month this could be as few as a couple hours of bookkeeping each quarter. This area is important as it becomes the basis for making financial decisions as you grow. If the information is well-organized, a quick view can determine how to fine-tune business activities each month to positively improve your business profits. Don't wait until year-end to find out that you could have made changes along the way.


Creates a full diagnostic view of your company's health.  This allows you, your banker and other interested parties to analyze the true health of your business.  It provides the financial indicators necessary for you to tweak, profit and grow your business.  Why make costly mistakes when you have the financial information necessary to make the right choices at the right time.


Takes a forward-looking view of how to minimize the amount of taxes you might have to pay.  We want you to consider the tax implications of either individual or business decisions that you'll make throughout the year, with the goal of minimizing your tax liability. There are numerous ways to accomplish this and the right choices will mean not paying tax unnecessarily.


Creates an administrative plan which accurately and specifically accounts for  the distribution of one's wealth and assets before or after death through legal documents like wills, trusts, gifts and power-of-attorney.  This planning ensures that your intent and direction are distinctly clear, and serve to prevent bitter disagreements if not highlighted in advance.


The process of Incorporating allows a greater amount of strategies to minimize your taxes.  Your business and its successes may also promote the necessity to create a Holding company to move profits out of the company's operations. How you incorporate and structure your company determines which tax practices you can engage. You need to ensure that the most favorable business structure is utilized which extends to ownership percentage and class of shares issued. Perhaps you have one or more business partners; this brings about the need to create a shareholders' agreement identifying the definition of mutual obligations, privileges, protection and rights of each party and also serves to provide a method to re-purchase shares should a partner leave the company.

Trusted Bookkeeping, Accounting, Tax & Estate Planning