Our firm is dedicated to serving the needs of
small and medium sized businesses and individuals.
We have found that small & medium sized businesses have all the needs of larger companies - accounting and bookkeeping, federal and state tax compliance, human resources, and controlling costs, but don't want the cost of additional staff to meet those requirements. Our firm fills that gap by offering the knowledge and experience these growing businesses need, at an affordable cost.
Our individual clients have a come to rely on a firm that can simplify the complex requirements of filing their tax returns in an environment of ever-changing tax laws, and put those changes to work for them. A firm that’s available year-round to help them make important financial decisions while understanding the tax implications of those decisions. All with the convenience of evening and Saturday appointments and other time-saving measures.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional. |
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| Quickbooks Installation, Training and Support |
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We're CERTIFIED members of the QUICKBOOKS® Professional Advisors Program and have worked with numerous businesses in the installation, customization and training on Quickbooks® and Quickbooks Pro®. Quickbooks® is easy to use, after it has been set up CORRECTLY. We can convert your existing manual system of record keeping to QUICKBOOKS® or transfer your data from other software packages.
We can train you on all the major features of QUICKBOOKS® including check writing, entering & paying bills, payroll check writing and payroll tax payments, invoicing and more. If you have a unique situation, we can help to customize QUICKBOOKS® to suit those needs.
Already using Quickbooks but don't feel you're getting the most of your software? Then maybe you're in need of our "tune-up" services. The FIRST thing we'll do is let you ask questions and be certain we understand how and why you use Quickboooks. Next, we'll review your existing Quickbooks company to make sure it's been set-up correctly to maximize the benefits you're expecting. We'll review areas such as your Chart of Accounts and review customizations of reports and forms, and recommend enhancements where these features are underutilized. We'll make suggestions for improvement in areas where we see errors and improper use of QuickBooks and provide you training in areas you need it most.
Stuck on something and need an answer FAST? We can help. We can support you over the telephone using the latest communication software. This enables us to view exactly what’s on your screen as though we were sitting right next to you, troubleshoot your problems from our offices and get you up and running quickly without the need for a personal service call.
As your QUICKBOOKS® advisor, we’re in a perfect position to provide our accounting and tax knowledge along with our computer expertise. This provides you the convenience of a comprehensive package of professional services from one source.
Please call us for a no obligation initial consultation and learn how we can help your business. |
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| Business Related Services |
| We can help you manage your accounting and tax matters and help you maximize your bottom line by helping your business to be more competitive with cost saving strategies.
Our financial planning division works with us to provide employee benefits including Group Medical, Group Dental and other associated group plans.
Maintaining qualified personnel is essential to the success of your business. We offer a complete array of qualified plans including 401(k), SEP and SIMPLE plans so you can attract and retain qualified employees.
High cost of insurance challenging your business? Our team can evaluate your business owners, workmens compensation and commercial auto policies to get you the best coverage for the lowest cost.
Call our office for a free evaluation of your existing coverages. |
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| Strategic Planning |
| Most business owners are so consumed with keeping up with their day-to-day routines that they lose focus on their business direction. The business is doing well today, so why change anything, or it can’t afford to do anything right now because its realizing a downturn. Both situations require a clear direction - continue the positive cycle by capitalizing on strengths, or to identify the causes of the negative trend(s) and take corrective action. In either case, a strategic plan is needed.
Our role is to help you with independent, unbiased advice to help you better direct the course of your business. We’ll help you set realistic goals, and utilize your existing resources to achieve those goals. We’ll help you identify your strengths and weaknesses and develop a plan to use them to your advantage. We’ll help you identify and plan for changes in your business environment. There are no simple answers, and rest assured it will be challenging, but with teamwork, we’ll help you move beyond the ordinary, and truly succeed. |
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| Accounting Services |
| Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
*General ledger & financial statement preparation
*Bookkeeping (Monthly/Quarterly/Annual)
*Accounting system setup for new businesses
*Computerized payroll services
*Business tax return preparation (Sales & Use/Business Property)
*Personal financial statements |
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| Compilations |
| We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Periodic compiled financial statements (monthly,quarterly, annually) are an excellent management tool and are often requested by banks and other 3rd parties interested in doing business with your company.
A compilation is presenting in the form of financial statements information that is the representation of management (owners) without undertaking to express any assurance on the statements. |
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| Bookkeeping/Write-Up |
| Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. We can assist you with the day-to-day tasks associated with bookkeeping including data entry, bank reconciliations, etc. We can manage your bookkeeping requirements on-site or in our offices in Montville. (If you don't need a full time bookkeeper, this can be a cost effective way to handle this aspect of running your business). If you’re on a manual bookkeeping system, we can help you get computerized at a comfortable pace. (See our Quickbooks service offerings.) |
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| Tax Planning & Preparation |
| We prefer to take a proactive vs. reactive approach to tax services. We keep current on new tax laws and legislation, and are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.
The pairing of tax planning and preparation forms a winning combination for our individual and business clients. Whether you are an individual or business tax filer, we can develop strategies that take advantage of new tax laws and legislation. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.
Tax services offered include but are not limited to: *Tax planning & return preparation - Individuals - Corporations - Partnerships - LLCs/LLPs - *Taxing authority representation *Divorce and support issues *Tax effects of buying/selling a business |
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| Payroll Services |
| As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner. |
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| Sales Tax Services |
| Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. |
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| Consulting Services |
| We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. Follows is just a few of the areas in which we provide consulting services:
*Accounting software selection and implementation *Type of entity selection *Business valuations *Buying/selling a business *Computer systems *Financial & retirement decisions
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| Accounting Software Selection & Implementation |
| With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. We can help you choose and implement the system that best fits your needs. |
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| Computer Consulting |
| Whether you are contemplating the addition of your first computer or overhauling your network, we can assist you with many of the difficult decisions that must be made when designing your business' computer systems. We can help with the basics, like choosing the right hardware and software, guide you through the purchasing process, and even install it for you. For your more complex networking issues, we work with an excellent vendor who will team with us to meet all your computing needs. |
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