We are a New England leader in providing affordable monthly accounting services to small businesses. For a fixed monthly fee, we provide the following:

Monthly Financial Reports

Each month we provide you with an income statement, comparison of current year to prior year results, details of the last twelve months’ results, balance sheet, bank reconciliation and general ledger. We give you the tools to analyze your business and be more successful.

Review of Your Internally Generated Financial Statement

We provide monthly analysis and adjustment of your in house QuickBooks accounting system, with software support and training available at your request. We help make your accounting system work for you. Our staff can assist you in customizing your invoices, reconciling your bank accounts, recording credit card payments and much more. A financial statement is provided along with adjusting entries, so that your internal accounting system reports updated, accurate business information.

Timely Preparation of all Payroll and Sales Tax Returns

We prepare all payroll tax and sales tax returns. These include Forms 941, 8109, 940, MA 1, 1700-HI, WR-1, ST-9, DES200, DP-14, W-2 and 1099. We help you avoid costly penalties and stay out of trouble with the taxing authorities.

Unlimited Consultations.

We will be happy to answer any tax or accounting questions you may have. You may call us, e-mail us or come into our office for a visit. We do not charge extra for these consultations because we want to encourage communication between us. It is through communication that we can save you money and help you succeed.

Tax Planning

Receive our monthly newsletter for tax saving ideas. We send you a year-end reminder letter of actions you should take to minimize your tax burden. Most important, we review your business and personal tax situation with you at least annually and give you tax advice.

Pick Up and Delivery of Your Accounting Records

We visit your office each month to pick up your accounting records and deliver the prior month’s financial reports. If you need your financial reports sooner, we offer ten-day turn-around service for a small additional charge.