Kathleen is a licensed Certified Public Accountant with 30 plus years of accounting experience and an Enrolled Agent with 15 plus years of tax preparation experience. Kathleen specializes in small business setup, bookkeeping, payroll, consulting, and planning, as well as tax return preparation.
Stacy is an Annual Filing Season Provider and Administrative Professional. Stacy is the "voice on the phone" throughout tax season and the one responsible for keeping us organized! Her specialty is connecting with both new and existing clients and keeping the office running smoothly.
Tina Nena, Accountant
Devyani Shah, CPA
Michael Smith, bookkeeper
Nancy Jennings, tax preparer
Do you dream of starting or owning a business? A business idea is the first step in a journey that will lead your company to success in the future. But a great idea is not enough – it needs the right strategies and systems to help it succeed. We help you think "outside the box" to find the solutions that will help your business not only survive, but thrive. We can help turn your dream into reality! Yes, we do accounting – but we also do so much more. We can set up your business structure, provide payroll and sales tax services, help with budgeting and forecasting, inspire ways to improve your business and increase profitability, and we also do tax returns! Partner with us as your total business solution.
We specialize in QuickBooks for small businesses. We can get your company started the right way, with the right software for your needs. If you already have QuickBooks or Quicken, we can evaluate if you are using the best version for your company. We can make sure you are taking advantage of all the software has to offer.
We have extensive experience with many industries. We can provide basic bookkeeping services so your data is entered right the first time. Small businesses often need basic bookkeeping services, but do not yet need to hire a full-time employee to keep things up-to-date. We can bridge this gap. We offer weekly, monthly, and quarterly bookkeeping packages to keep your records up to date.
We can prepare your financial statements, and explain them to you in a way you can understand. We realize many small business owners are not accounting or tax professionals. Our goal is to help you understand the basics of your business; where you are and where you are going, to help you reach your business goals.
We love taxes. We take the confusion out of tax law so you can understand your obligations, as well as your rights. We will make sure you pay only the tax you owe; no more and no less.
If you are in need of payroll services for your business, we suggest that you consider Paychex, which we recommend to all our clients. You can request information about Paychex using their request form.