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All of our services can be customized to meet your individual needs and budget on either a short or long term basis.

Accounting and Bookkeeping:

  • Review of existing systems and record keeping practices
  • Process and Control Audits
  • Automation and software selection assistance
  • Accounts Receivable and Accounts Payable
  • Bank Reconciliation
  • General Ledger
  • Monthly Financial Statements
  • Customized Reporting
  • Monthly, quarterly and annual tax preparation
  • Cost and cash flow analysis
  • Small Business tax preparation
  • Personal accounting including bill payment processing
  • Personal tax preparation
  • Assistance in the selection of CPA and/or acting liaison to same

Miscellaneous Services:

  • Orientation and training for accounting systems
  • Assistance with the preparation of documented processes, procedures and work instructions and Standard Operating Procedures Manual
  • Data Entry projects


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