Consulting
- New & Existing Businesses
- Strategies for startup, entity selection and growth
- Accounting systems design and training
- Partnership/LLC
- Exempt Organizations
- Individuals
- Personal financial management systems
- Phases of life and money matters
- Accounting for self-employment and rental income
Tax Planning & Preparation
- Business
- Corporations – C and Subchapter S
- LLCs – Sole and multiple member
- Trusts and Estates
- Exempt Organizations
- Individual
- Planning and preparation for tax effect of work and life transition
Bookkeeping and Payroll Services
- Limited offering of bookkeeping and payroll services for small businesses
- Understanding financial statements
- Planning startup, growth, succession and exit