Accounting & Payroll

Your accounting practices are the foundation of your business finances.

Why do I need an Accountant?

If you’ve done your own bookkeeping and accounting for years, it may be difficult to see the need for a professional CPA or accountant. Most small business owners keep their books themselves, or have their spouse or office manager take care of the numbers. However, working with a CPA or accountant allows a business owner to spend less time working with the books and more time focusing on their business while ensuring compliance and accuracy. You do not have to completely turn over your bookkeeping responsibilities when you work with a CPA; instead, your CPA can work with you to guide you in the right direction. Business owners who have not worked with a CPA before – and even ones who have – often have questions similar to these:

What is the difference between bookkeeping and accounting? 

Bookkeeping is the systematic recording of amounts, dates, and sources of each revenue and expense transaction. It concerns the systems that enable financial information to be extracted. Accounting is the system established to keep track of the data and records the transaction history. It takes information obtained through bookkeeping and uses that information to analyze the results of the business. The accounting system provides the reports and information needed for management to make decisions regarding the strategic direction of the business.

Am I too small to need an accountant?

You are never too big or too small to work with an accountant. We serve organizations of all sizes.

I already have an accountant – why do I need you?

We offer additional services, such as ratio analysis and benchmarking, that will compliment – not replace – your current financial advisor’s traditional accounting services.

These are questions we can further detail in an initial consultation. We would be happy to meet with you at a time that is convenient to discuss your business’s financial situation and show you what we can do for you and your business. Call us today to schedule an initial consultation. At this consultation we will discuss your current financial situation, current and future accounting needs, and what we can do to serve those needs. Our accounting services include:

  • Monthly Write-Up Services – General Ledger Accounting
  • Accounting System Implementation
  • Customized Financial Statements
  • Complete Payroll Services
  • In-House Accounting Assistance
  • Financial Ratios & Benchmarking
  • Cash Flow & Budget Analysis
  • Computer Software Applications
  • QuickBooks Installation and Training


Payroll Services

As a business owner of a small company, you probably have time to manage the payroll for your staff. As your business grows, however, do you think you will still have time? Maybe you’re already in that position, and you’ve delegated payroll duties to an office manager or administrative assistant – but does he or she really have the knowledge and capability to understand the details of payroll. Even if you are currently in the perfect situation and have payroll taken care of, imagine what it would be like to work with a planning-oriented financial firm who can advise you on your payroll situation, work with you to minimize your tax liability, and help you strategically plan for retirement while simultaneously protecting your assets and benefiting your employees by implementing a SEP or 401K plan.