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For any type of small business, ongoing services include:

  • Bookkeeping

  • Accounting / Grant Compliance Accounting

  • Payroll Services

  • Financial Statement Preparation

  • Tax Preparation and Compliance

  • Budgeting

  • Quickbooks

  • Document Scanning


​Photo Credit: Mitya Ku

For the individual or family, ongoing services include: 

  • Individual and Self-Employed Tax Preparation

  • Bookkeeping

  • Budgeting

  • QuickBooks

  • Document scanning


Why should I keep records?

Everyone in business must keep records. Keeping good records is very important to your business. Good records will help you do the following:

  • Monitor the progress of your business

  • Prepare your financial statements

  • Identify sources of your income

  • Keep track of your deductible expenses

  • Keep track of your basis in property

  • Prepare your tax returns

  • Support items reported on your tax returns