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Our CPA firm is committed to providing high-quality, personalized services at an affordable price.
Our accounting service offers a comprehensive range of solutions designed to efficiently manage your financial records. These services include daily transaction recording of sales, purchases, receipts, and payments, ensuring accurate and up-to-date financial records. We also provide monthly bank reconciliations and journal entries to capture every financial event.
Additionally, our services encompass quarterly reviews, annual book cleanup, IRS and State representation, and financial statement preparation. The financial statements we prepare include the income statement, balance sheet, cash flow statement, and general ledger. The income statement reflects revenues and expenses to show profitability, while the balance sheet provides a snapshot of your assets, liabilities, and equity. The cash flow statement tracks the movement of cash, detailing operational, investing, and financing activities. Finally, the general ledger serves as your company’s main accounting record for all financial transactions, organized by account type such as assets, liabilities, equity, revenue, and expenses.
Our pricing starts at $150 per month, with final costs determined by the number of bank accounts and the volume of your monthly transactions.
The cost report is an annual report submitted by all institutional providers participating in the Medicare program. This report includes essential provider information such as facility characteristics, utilization data, and financial statements. Its primary purpose is to document the allowable cost per visit for providers within their specific geographic area to Medicare. Medicare then utilizes this data, particularly the wage index information from these reports, to adjust the national rate for specific areas. We specialize in preparing Medicare cost reports for various facilities across all states. For more information, select here.
Our team of accountants specializes in both business and personal tax preparation. With over 30 years of dedicated service to our community, we possess extensive knowledge of tax rules and regulations, enabling us to understand how they apply to each unique situation.
We would like to leverage our expertise to help you maximize your refund while ensuring minimal audit risk. We pride ourselves on being approachable and flexible, and we are committed to actively listening to your needs. Our staff is dedicated to providing clients nationwide with the most accurate and comprehensive services.
In our office payroll: This service includes biweekly processing of payroll, preparation of payroll reports, electronic payments of federal and state taxes, and timely and accurate preparation of federal and state forms 941 and RT6. Our payroll service also includes preparing forms 940, W-2, and 1099 when the year-end.
In your office payroll: This service includes QuickBooks payroll setup, payroll training, and unlimited online or phone support. We will prepare quarterly form 941 and state forms. When the year ends, we also prepare forms 940, W2, and 1099. Payroll Services are only offered in addition to our accounting and taxes services.
Our team excels at proactively identifying potential business or accounting issues, extending our role beyond traditional audit engagements. We pride ourselves on serving as trusted business advisors and long-term consultants, offering comprehensive services and acting as business confidants.
Our primary goal is to guide clients in the right direction, helping to reduce their risk of being audited—a commitment consistently recognized in our clients’ testimonials. We are prepared to leverage our knowledge and experience to represent your business in any federal, state, or Medicare audit.
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