Our Services

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We go above our clients expectations by providing holistic but customized services that meet your exact needs.  

• Accounting software set up and training
• Monthly bank reconciliations
• Review of general ledger, contributions and revenue streams
• Monthly/Quarterly financial Statement preparation
• Annual financial statement compilation including Income statement, Balance Sheet and Statement of Cash flow

Our tax services include:

• Tax preparation for individuals and businesses
• Tax planning for self-employed and businesses,
• Tax Exempt status application for nonprofits, and
• Tax filings for nonprofits; Form 990, 990PF and 990-T.

Each individual or business has unique financial needs. We offer personalized financial management services including;

• Budgeting and Forecasting
• Cash Management
• Individual need Analysis
• Investment and Life Insurance advice