Need accounting, bookkeeping, tax filing, or success coaching services?

New Start Up: Assist in the development of the appropriate organization structure, projections, and budgets. We assist in the development of the appropriate organizational structure, profit and loss projections, and budgets. For all new clients we review prior year returns for errors and omissions, and discuss potential options towards remediating the filing.

Bookkeeping: Let us support your move to the cloud! We are your local Gold Partner with Xero Accounting. Size does not matter, having an understanding of your financial position is essential. We offer our clients inexpensive bookkeeping options, which includes financial statements (Balance Sheets & Income Statements).

Assurance Services: We are strategically partnered with local Certified Public Accounting firms to provide audit sign-offs and reports. We assist with the audit and reviews by preparing the work-papers. It's much less expensive to have us prepare everything for the auditors, exactly the way they want it - which results to saving!!

Nonprofit: Review and Identified Regulatory Compliance requirements including bookkeeping and Income Tax requirements.

Charlotte NC Metro Area

• North Carolina
• South Carolina

Atlanta GA Metro Area

• Georgia

New York Metro Area

• New York
• New Jersey
• Connecticut

Florida
Indiana
Pennsylvania
California
Maryland
Delaware

New Clients Note: As standard procedure, we review ALL new client’s prior year tax returns and accounting for errors and omissions, and discuss potential options for remediating or revising the filings.