Project-Based Services

Flexible, project-based support tailored to your particular need. We can help you investigate a financial concern, review records, analyze a problem, organize information, answer questions, and provide practical recommendations.

Providing Clear Understanding of your business finances

Correcting bookkeeping issues

Evaluating cash flow

Preparing for taxes

Reviewing payroll or sales tax matters

Organizing records

Examples of special projects and one-time services include:

  • Organizing receipts, invoices, bank statements, and tax documents

  • Reviewing bookkeeping records to identify missing, duplicate, or incorrect entries

  • Reconciling bank accounts, credit cards, loans, and business records

  • Determining whether your books and financial records are complete and accurate

  • Reviewing prior tax returns or financial reports for possible errors or missed opportunities

  • Verifying income, expenses, deductions, and supporting documents before filing a tax return

  • Assisting new businesses in setting up a simple and organized accounting system

  • Helping business owners separate business and personal expenses

  • Reviewing payroll records to confirm employees, wages, and tax withholdings were handled correctly

  • Checking sales tax records to determine whether the correct amount was collected and reported

  • Organizing records for a business loan, mortgage application, college financial aid, or government program

  • Preparing or reviewing financial statements for a specific purpose

  • Helping clients respond to letters or questions from the IRS or state tax agencies

  • Organizing records after falling behind for several months or even years

  • Assisting individuals with organizing financial records after a life change such as retirement, divorce, death of a spouse, sale of a home, or starting a business

  • Reviewing investment, retirement, or income records to help clients better understand their financial position

  • Validating whether numbers provided by another preparer, software program, payroll service, or bookkeeper appear reasonable and correct

  • Providing a second opinion when something “does not seem right”

Service that fits your need as you need

Some clients need only a one-time consultation or a short-term project. Others need assistance with a specific financial task that has been causing concern or uncertainty. We are happy to step in, focus on the issue at hand, and provide clear answers and thoughtful guidance.

Our approach is practical, flexible, and personal. We take the time to understand your concerns, identify the important facts, and provide solutions that are clear and useful. You do not need to commit to ongoing services to receive professional help. If you have a financial question, a special project, or a concern you would like resolved, we are ready to work with you.