Certified Public Accounting Services: -Business systems, controls, tax and financial goal-setting and monitoring consulting -Business entity selection consulting -Business plan coaching and consulting -Individual tax, financial goal-setting and monitoring, and retirement consulting -Tax preparation Financial Statements compiled Accounting system design, consulting and instruction -Organize business office for maximizing efficiency and effectiveness Chief Financial Officer Services: -Business planning and financial control. -Oversee and monitor accounting system credit, budgets, financing, contracts, and tax -Business system design, tax and financial goal-setting and monitoring consulting -Financial system design and consulting -Customized management and cost reporting -Cost containment, growth, and expansion consulting -Business and individual budgeting -Accounting system design, consulting and instruction -Asset, liabilities and equity account monitoring and reconciliation Bookkeeping Services: -Payroll reporting, payroll tax payments and quarterly payroll tax reporting -Sales tax preparation -Bank and credit card account reconciliations -Accounts payable bill payments -Accounts receivable invoicing Eldercare Services: -Review financial resources -Develop financial and tax plans -Develop retirement distribution plans -Review and pay bills -Prepare budget -Calculate and report cash flow -Monitor money receipts, recording and depositing -Reconcile bank, credit and investment accounts -Review medical benefits for receipts and accuracy -Prepare payroll and tax reports for household help -Evaluate costs of housing, medical care and other expenses -Locate and organize personal, financial and legal documents -Prepare inventory of personal assets -Review documents to assess gaps and address needs -Maintain records for taxes, wills, trusts and estates
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More Business Info

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Services/Products
  • Bookkeeping Services
  • Full Charge Bookkeepers
  • Cost Segregation
  • Elder Care Planning
  • Estate Tax Returns
  • Incorporations
  • Payroll Tax Returns
  • Financial Planning
  • Corporate Tax Return Preparation
  • Tax Consulting
  • Electronic Tax Filing
  • Individual Tax Return Preparation
  • Business Tax Return Preparation
  • Business Accounting
  • Bank Reconciliations
  • Accounts Payable & Receivable
  • Business Management Consulting
  • Retirement Planning
  • Personal Bookkeeping
  • Tax Planning
  • Payroll Services
  • Tax Return Preparation
  • Business Coaching
  • Auditing
  • Estate Management
  • State Tax Returns
  • Federal Tax Returns
  • Business Services
  • Business Planning
  • Asset Management
  • W-2's
  • Direct Deposit
Brands
Quickbooks
Payment method
mastercard, amex, cash, check, debit, discover, paypal, visa
Accreditation

Certified Public Accountant

Arizona Society of Certified Public Accountants

Social Links
Categories
Financial Services, Accountants-Certified Public, Accounting Services, Bookkeeping, Business Coaches & Consultants, Business Management, Payroll Service, Senior Citizens Services & Organizations