WE CAN HELP!

Are you frustrated with your accounting records?  Tired of the shoe box? Do you feel like you should be more proactive?

We understand and can help you.  Accounting is what we love to do and we utilize the latest in technology to help you understand the numbers. We work with you to determine your pain points and then partner with you to solve them.

We can also do all the usual things you would expect of a CPA including audits, reviews, compilations, deal advisory services and tax planning. 

We Partner with you to do things differently

We want to build lasting relationships that generate value for both our clients and ourselves and have fun doing it.  We think differently about accounting and are less interested in the past and more interested in the future results. By leveraging technology we can give you the ability to understand your business in real time.

We are also looking to the future of billing and promote value based billing not hourly.  We will agree on a level of service and price before the start of the project. You no longer have to worry about paying an hourly rate every time you pick up the phone. 

Services

We offer a range of services designed to ease the stress related to the financial management aspects of running a business. We know you did not start your business to spend all of your time managing the numbers. We can help!.

Tax and Financial Statements

We are a full service tax and audit company. We can assist with both corporate and personal tax returns, tax planning, personal financial statements, compilations, reviews and financial statement audits.

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Outsourced Services

We strive to add value and to help you to grow your business. We can take the stress out of your monthly bookkeeping processes and assist in developing Key Process Indicators and monthly dashboards. Stop bringing the shoebox at the end of the year and let us do the books during the year!

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Other Services

In addition, we provide services complimentary to both the compliance and advisory offerings such as payroll, budgeting, forecasting, outsourced financial analysis and IRS and state tax audit assistance.

See our other offerings

Get Started

We have a simple process to get you started quickly and efficiently.

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outsourced Service Plans

Our cloud based packages are designed to allow you to focus on your business. They are simple and affordable. If you can't find the right package call us and we will design a fixed price agreement for you.

Basic

This is our quarterly package and includes:

Quarterly Reconciliation
Xero Subscription
Unlimited Standard Support
Dedicated Bookkeeper
Guaranteed Pricing

Standard

This is our quarterly package and includes:

Monthly Reconciliation
Xero Subscription
Unlimited Standard Support
Dedicated Bookkeeper
Guaranteed Pricing

Premium

This is our weekly package and includes:

Weekly Reconciliation
Xero Subscription
Unlimited Standard Support
Dedicated Bookkeeper
Guaranteed Pricing

All plans and pricing are guaranteed. Any requests outside of the scope of the agreement are handled using change orders agreed to prior to the start of any work. If you are not happy with the services cancel at any time.

Book a free Consultation

Give us a call! We are always happy to discuss our services and find ways we can partner together. You can reach us at 908-782-0023.