• Checking/Savings account reconciliations

  • Credit card reconciliation

  • Accounts payable

  • Accounts receivable

  • Cash receipts and disbursements

  • Record keeping/filing

  • Donor contribution letters

  • General ledger maintenance

  • Monthly journal closing

  • Full Virtual CFO services

  • Personal/Business budgets


  • Payroll processing

  • DOT driver background checks

  • Employee background checks

  • Workers compensation audits

  • New Hire Agency reporting

  • W2, W3, 1099 preparation and distribution

  • Maintenance of employee files/paperwork

  • On-boarding assistance



  • Loan applications

  • Vendor credit applications

  • Corp/LLC setup/filing

  • Nonprofit 501c3

  • Work Comp Insurance Reporting 


  • Individual tax returns (1040, SchA)

  • Schedule C returns

  • Monthly payroll and gross receipts tax preparation and filing (945M, 941M, CRS)

  • State sales & use tax preparation and filing

  • Quarterly IFTA tax preparation and filing

  • Quarterly payroll tax preparation and filing (940Q, 941Q, WC-1, WC-1, ES903A&B)

  • Non-taxable transaction certificates

  • Monthly tax deposits (withholding, EFTPS)

  • IRS and State Taxation & Revenue correspondence

  • Annual tax reports (945A, 940A)



  • Credit restoration 

  • Loan amortization schedules

  • Asset depreciation schedules

  • Development and analysis of annual budget

  • Financial statement preparation

  • Secretary of State bi-annual reports

  • Annual reporting for State Attorney General

  • Preparation of annual Form 990

  • Year-end preparation for Tax preparer

Why Do I Need a QuickBooks ProAdvisor?

Hiring a QuickBooks ProAdvisor partner is one of the BEST ways for a small business owner to take command of their operations fully. Working regularly with a knowledgeable professional helps you keep up to date on your financials to better forecast and strategize for future growth and expansion.


How many business owners really understand their financial statements?


For business owners and entrepreneurs, financial literacy is key to long-term business success! We help take the confusion out of your financials. We thoroughly walk you through each piece of your financial information so that you understand exactly how your business is doing.


Are you getting the most out of your accounting process?


Figures can be confusing and overwhelming. When you are presented with a spreadsheet of hundreds of points of data, well, are you going to take the time to analyze it all? Not if you are trying to run a successful and VERY busy business! We make it fast and simple.


You own a business because you offer something people need. You are an expert in your industry. By bringing a QuickBooks ProAdvisor accounting expert on board, you get your hands off the paperwork and can refocus on running and growing your business.