Our Services

On-Location and Remote Services
Our on-location services include daily transaction monitoring, journal entries, inventory management and financial statement preparation. Our certified public accountants set you up with a QuickBooks account and record all business activity with the accounting software.
Our remote services include monthly or quarterly monitoring, journal entries and financial statement preparation. Our certified public accountants set you up with a QuickBooks account and record all business activity with the accounting software.
Consultation and Procurement
Our licensed insurance agents will consult with you to determine your coverage needs. We assess the structure of the business and make policy recommendations based on our findings. The following is a list of policy types we work with:
Key Man Business – Insurance that protects the partners of a business.
Property Liability – Insurance that covers personal and business property.
Casualty Liability – Insurance that covers accidents and injuries.
Whole Life – Insurance that covers an insured for life, has a cash value and dividend feature.
Universal Life – Insurance with flexible premiums, covers an insured for life and has a cash value.
Term – Insurance that covers the insured for a term, usually 10 to 30 years.
Return of Premium – Insurance that returns the premiums to the insured at the end of the term.


Tax Planning and Preparation
Services include:
1040 tax returns for single, married and head of household filers.
1065 tax returns for entrepreneurs & small business owners
1120 S tax returns for partnerships and shareholder owners.
If you have a need for financial services from a licensed professional, call me today and let me work for you.