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Services Overview


What are our basic services?

  • Business Start-up Assistance 
  • Monthly & Quarterly  Accounting Services 
  • Financial Statement  Preparation, Review &      Analysis 
  • Tax Planning
  • Payroll Processing 
  • Payroll Taxes & Reports 
  • Business Growth Advisory
  • Peachtree & QuickBooks Pro Training 
  • Financial Consulting 
  • Cash Management 
  • Budgeting Assistance 
  • Trends & Key Performance Indicators 
  • Interim Accounting &  Financial Reporting 
  • Interim Controller & CFO Staffing
  • Accounting Transaction Consulting 
  • Accounting Policies & Procedures Manuals 
  • Accounting System Design 
  • Software Selection & Implementation

Accounting & Bookkeeping

We provide accounting and bookkeeping services for small, midsized or large businesses. We’ll handle your bookkeeping, help manage cash flow, and make sure you always have a clear understanding of the current state of your finances.

  • Tax Planning & Preparation
  • Accounts Receivable (Invoicing and Collecting)
  • Account Reconciliations
  • Accounts Payable (Vendor Bills and Payments)
  • Bank Reconciliations (Bank Checking and Credit Cards)
  • Electronic Document Retention (keep files secure and      easily accessible)
  • Entity Creation / Organization
  • Data Entry Services
  • Journal Entries
  • ALL types of Financial Reports

Financial Statements

  • Balance Sheet
  • Income Statement
  • Cash Flow Statement
  • Asset Management
  • Performance Evaluation
  • Cost Management


  • Deposits
  • Bank Transaction to Software
  • Maintain relationship with Bank
  • Online Billing
  • IRS Representation
  • IRS Problem Resolution

Consulting and Support Services

Once we identify the best version of accounting software for your business, we'll setup the software and provide ongoing to support to troubleshoot problems and answer questions.

  • Software Setup
  • Software Training
  • Expert in Microsoft Excel      (Patented Formulas)
  • QuickBooks Pro Advisor      [Authorized Servicer]
  • Peachtree Certified
  • Can act as an outsourced CFO/Controller Services

Budget Analysis

  • Preparation of Budgets based on organizations financial trends
  • Compare budgeted amounts to actual amounts
  • Provide variance analysis 


  • Printed Checks
  • Optional Direct Deposit
  • Paycheck Calculations including      taxes, deductions, and reimbursements
  • File federal, state, and local      payroll tax forms
  • Tax Planning & Preparation
  • Income Tax Preparation
  • Employee Forms Annually

Businesses of all shapes and sizes depend on accurate, insightful financial information to manage their day-to-day operations, capitalize on opportunities, and sustain profitability. We lend our expert support to meet your accounting needs so that you can focus your time and energy on building a strong business.

We offer value added services that help you structure and manage your business to its best advantage. We help new businesses get off the ground and provide objective assessments of existing ones. We help you establish policies and procedures to protect vital assets and perform audits to ensure the integrity of your records. You reap the benefit of increased efficiency, control, and insight.

Get a free quote and consultation today!

The best rates in South Florida!