Consulting Services

QuickBooks Consulting

As a Certified QuickBooks ProAdvisor, we provide assistance with acquisition, setup and initial training, as well as monthly and quarterly review and maintenance services. Though QuickBooks is easy to use, a thorough knowledge of both accounting and the software’s functionality is essential to ensure the accuracy of your setup process. We can help you produce useful reports for your business and streamline daily transactions. Our professional staff can help you in all phases of QuickBooks applications.

We can also help you with:

Data Entry

  • Bank and Credit Card Reconciliation
  • Payroll and Payroll Taxes, W-2’s
  • State Sales Tax (Excise Tax Return)
  • 1099’s
  • A/R & A/P (Invoicing and Bill Paying)
  • Journal Entries
  • Electronic Filing of All Taxes

We can set up, clean up, or maintain to produce timely, accurate and useful information when you need it. We can maintain your business transactions – weekly, monthly or as needed to suit your pace and your budget.


Small Business Consulting

consultingTax Planning for business & individuals

  • Business entity selection and formation
  • Real estate investment sales / purchases
  • Business sales / purchases
  • Estate planning
  • Asset protection strategies


Call us today! 323-331-9500
or Email us at