Our Value to You

Our Value to You

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Your Trusted Partner

  • Over 20 years of accounting experience gives you peace of mind that your information is accurate
  • We continually educate ourselves to keep up to date with tax law, accounting software and technology – as a CPA, Laura attends a minimum of 40 hours of continuing education every year
  • We focus on our clients needs, learn and understand their business and their unique accounting system strengths and weaknesses
  • To spot possible problems early on, we review financial information frequently
  • We make sure you understand your financial information, which is a key to your success
  • An important component of your success is to have the right resources and people in place for your business needs – we help you find those people, whether they are attorneys, bankers, insurance agents, etc.
  • As your advocate, we focus on having a team of professionals we can rely on to find solutions for any needs you may have

 

Making Your Life Easier

  • We keep copies of your records for 5 years
  • To make sure your confidential and sensitive information stays private, we provide a secure link for you to upload your information
  • We provide a seamless process for our clients
  • Remote services increases our efficiency and reduce the fees you pay
  • We are available via telephone, email and text on a daily basis for any issues our clients may have
  • We recommend areas where you may be able to improve their bottom line and suggestions on how you can improve your processes to save you time
  • We don’t sell you services which you don’t need – we want what’s best for you!

 

 QuickBooks & Xero.com

  • QuickBooks Advanced ProAdvisor Certification maintained annually, allowing us special access to Intuit’s support line to handle any QuickBooks issues you might have
  • Xero.com Partner, which offers specialized tools and security and allows for limiting user access based on client needs
  • Proper software selection help for your unique business needs
  • Troubleshoot and repair messy files
  • Remote services are available
  • Company file setup
  • Onsite training, with follow-up telephone and/or email support included
  • We customize your reports
  • Upon request, we will implement a backup system

 

 Bookkeeping

  • Our experienced staff strives to ensure your information is accurate and safe
  • Bookkeeping is done monthly to ensure any issues are caught early on
  • Monthly reconciliations to be reviewed with you
  • Bill pay services available upon request
  • Customer billing and bank deposits upon request

Taxes

  • We are authorized to E-file tax returns with the IRS and NYS, which saves our clients time and effort and speeds up refunds
  • Throughout the year, we review business information to make sure enough taxes are being paid in and avoid year-end surprises
  • We look for every deduction possible, and explain your return to you in clear, simple-to-understand language
  • IRS and other taxing authority inquiries – we walk you through an IRS audit, and make sure all the requested documents are provided
  • Expert in start up businesses – we assist with all steps, including business entity selection