We have multiple service options to help your business run more efficiently. Giving you back time to focus on your business and out of the back office.

Bookkeeping Assessment

Our initial review and evaluation of your QuickBooks records and processes provides you with a detailed report of your bookkeeping file. This also includes recommended changes and upgrades.

Software Consulting

We meet with you to discuss software needs for the business, including software, installation, and set-up. In addition, minimum PC requirements are recommended to be met.

1099/1096 Preparation Services

We reviewed your vendor list for businesses that provided services to you for proper filing at year-end.

Training for QuickBooks

Both individual and group training is offered for the QuickBooks Desktop and Online versions. Workshops and one-on-one instruction are available both in-person and virtually for this.

crop businesswoman working with documents in office

Start-up Consulting and Advisory Services

Let us talk about establishing the back office requirements for your business. Options for obtaining your trademarks, LLC, S-Corp, C-Corp, and/or DBA. Get off to the right foot. Reach out to us for additional details.

Merchant Services

Credit card and ACH processing options are available for your business needs, like monthly or pay-as-you-go plans. Because every business is unique, we provide you with a variety of options to suit your needs!

“Jim worked for me for several years, and I was very happy with his work. When he left, I actually recommended he take several of our accounting clients with him, as that is a service we do not normally provide. Since leaving, he has been a valuable resource to call on, and he has helped me several times. I would highly recommend Jim.” – RL

Let’s build this together.

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