Our Services

Whether you are just starting out or your business has been operating for a while, you need a strong financial partner to guide you every step of the way. We will work with you to know and understand your financial situation to provide you with the highest quality information, services, and products to help your business operations run more efficiently so you can reach your goals and ensure your long-term success. Our tailored accounting services include:

Bookkeeping Services – Periodic recording of your business financial transactions, bank and credit card reconciliations, accounts receivable collection and analysis, invoice aging and vendor payments, payroll processing and recording, journal entries and adjustments.

Financial Statement Preparation – Balance Sheet and Income Statement with corresponding account reconciliation support, Statement of Cash Flows, Personal Financial Statements, ad-hoc reporting for loan applications and other needs.

Budgets and Forecasts – Annual budget creation and monitoring to track monthly revenue and expenditures, cashflow forecasts to better understand and address liquidity needs, sales projections to support business decisions throughout the year.

Data/Product/Service Analysis – Ratio calculations to assess overall business health, analysis of products sold and services offered by categories to identify the most and least profitable items for price adjustments and/or diversification as needed.

Accounting System Implementation – QuickBooks ProAdvisors offering setup, training and support for its users, as well as research, testing and implementation of more comprehensive accounting software tailored to your industry and business needs.

Effective and timely tax preparation and planning can influence your decisions to mitigate risks and minimize your future tax liabilities. From personal income tax returns to comprehensive business tax preparation, we will work with you to optimize your tax position based on current rules and regulations by identifying available deductions and implementing winning strategies to ensure the best possible outcome. We offer the following individualized tax services:

Income Tax Filings – Preparation of partnership, LLC, S-Corp, C-Corp and specialized business returns as well as individual tax returns for all income sources including comprehensive consulting services to explain your tax position and answer questions.

Sales and Estate Taxes – Help with understanding, managing, and filing your sales tax obligations including WA B&O online submissions and out-of-state requirements. We also support your legal counsel and heirs with all estate and trust-related matters.

Tax Planning/Consulting – Explain the tax implications of business opportunities to ease cost savings decision making throughout the year and proactively identify, plan and manage personal and business tax issues.

IRS Representation – We can help you interpret IRS notices, walk you through how to respond, communicate with the IRS in your behalf via Power of Attorney, and accompany you to in person examinations or audits if needed.

Tax Research and Amendments – As we become more familiar with your business, we work as a partner to identify prior year misstatements that could have been missed and prepare amended returns for substantial tax savings findings.

The accounting tasks essential to running and sustaining a successful business require a constant allocation of time and resources that sometimes are simply not available to small business owners. We believe that a company is only as strong as its executive leadership and your time is best spent managing and growing your business. Accounting is our passion so let us help you with what we love so you can focus on what you love. We can assist you and your business in the following areas of management:

Business Formation – Have a business idea or would like to expand but don't know where to start? No problem! From choosing a unique name for your company to registering with the proper government agencies, we help you every step of the way. 

Strategic Planning – Case studies and what-if scenarios to validate current business activity and test the feasibility of new projects. We also perform in depth analyses of the revenue derived from your existing products and services to assess profitability. 

Proper Staffing Analysis – Whether you are in the process of hiring new accounting staff or need help assessing the skills of your existing team, we will devise a plan based on your needs for recruiting, training and/or reorganizing your accounting department.

Process Review/Implementation – Review of your current accounting processes to ensure their effectiveness and compliance with current regulations particularly with internal controls. We also assist you with implementation of new processes as needed.

Supervisory/Training Services – As a non-accountant business owner, it can be a bit tricky to confidently confirm if financial data is being processed correctly. We can oversee, direct, troubleshoot and approve the accounting entries done by your staff.