Small Business Accounting

Many small businesses understandably either don’t have the need or don’t want to incur the expense of hiring a full-time bookkeeper or accountant.  In many cases, small business owners decide to keep the books and accounting records on their own.  Some owners may not have the expertise to do so while for others it may not be the best use of their time.  Let’s face it, small business owners are generally entreprenuers who excel in their own businesses.  Why should they spend their time on these backoffice functions when they could be investing their time in marketing, growing and improving their main product and service offerings?

This is where we can provide exceptional service and guidance!  We can evaluate your existing accounting systems and controls and provide the expertise necessary for our clients to operate at their best. By using their experience in Accounting, Taxes, Accounting Systems, and the Application of Accounting Software and Financing, we assure our clients’ success.

Our clients get local, personalized and responsive service from individuals who are passionate about helping businesses create actionable strategies that provide growth and focus on future goals. We serve the business, its owners and executives.

We offer many services including:

  • Issue monthly, quarterly or annual financial statements
  • Establish and maintain accounting policies and procedures
  • Review monthly financial information
  • Manage and record payroll
  • Generate customer billing
  • Apply cash receipts
  • Record vendor invoices
  • Issue checks
  • Maintain general ledger
  • Maintain fixed asset schedule
  • Perform routine financial analysis
  • Preparation of federal, state and local income tax returns
  • Preparation of sales and payroll tax returns
  • Oversee all aspects of the finance function
  • Develop and execute a cash flow management plan
  • Develop and execute a business plan in concert with management
  • Present monthly financial information to management and Board
  • Coordinate audit function