Your go-to partner for all things small business; numbers, people, operations.

What We Do

“We are what we repeatedly do.

Excellence, therefore, is not an act but a habit.”

➥ Numbers

Accounting
Controller + CFO

Audit

Cash Management + forecasting + BUDGET

account reconciliations + closings

Financial reporting + analysis

financial statement preparation

TAX MANAGEMENT (STATE AND FEDERAL PAYMENTS)

tax preparation (STATE AND FEDERAL REVIEW FOR FILINGS)

QUICKBOOKS® ProAdvisor Accountant

Bookkeeping

Day to day transactions to closing the books

Accounts Receivable/collections + accounts payable/bill payment

bank reconciliations

credit card expense management

1099 creation and filing

QUICKBOOKS® Online

➥ People

PERSONNEL + BENEFITS

payroll Administration + processing + time system Management

Beacon management (Unemployment insurance (UI) MarylanD)

Workers compensation audits + reporting

➥ Operations

ADVISORY & consulting (insight + oversight)

Compliance + reporting

fraud prevention + risk Management

internal control

project management

Strategic + Financial Planning

general business audits + reporting

Notary public