Our Services
Financial Record Analysis
Examination of recorded transactions, supporting documents, and financial reports to identify questions, inconsistencies, and items that may need follow-up.
Financial Statements and Reports
Preparation of financial statements and reports from the records provided, with the scope and level of service explained in advance.
Bookkeeping and Record Organization
Recording and categorizing transactions, reconciling accounts, and organizing supporting documents based on the agreed scope.
Electronic Tax Filing (E-file)
Electronic filing of eligible tax returns after client review and approval.
Individual and Small Business Tax Preparation
Preparation of federal and applicable state tax returns for individuals and small businesses.
Business, Government, and Personal Transaction Analysis
Examination of selected transactions and supporting documents to identify questions or discrepancies and summarize findings.
Budgeting and Cash-Flow Analysis
Analysis of expected income, expenses, and cash timing to support planning. Budgets and projections are based on the information and assumptions provided.
Defined Projects and Special Tasks
Clearly scoped assignments such as financial analysis, transaction research, or report and spreadsheet assistance.
Our Principles
Client Focus: Take the time to understand your needs, listen to your concerns, and discuss practical options with you.
Flexible Service: As a small firm, we tailor the scope of our services to your situation.
Careful analysis: Examine recorded transactions, supporting documents, and financial reports to identify questions, inconsistencies, risks, and opportunities that may deserve follow-up.
CPA experience: You work directly with an experienced CPA
Clear, practical guidance: Explain findings in plain language and recommend straightforward next steps.
Cost-conscious service: Apply efficient ways to organize and analyze records, using tools suited to your needs and budget.
Responsive communication: Respond promptly and clearly to your questions and concerns
Transparency: Clearly explain the scope of work, the cost, and the benefits.