Accounting and Financial Analysis Services

In addition to the tax planning and preparation services which constitute our primary service, our firm also provides small businesses and their owners with several types of accounting assistance and support.

General Small Business Accounting Help

First, for example, we are happy to help you with setting up and operating a robust, economical (and useful) accounting solution based on the QuickBooks platform. Truly, a good accounting system is essential to long-term business success. Note that we provide this service either as ad hoc hourly consulting or as part of a fixed-bid engagement.

A second type of accounting service we provide are CPA compiled financial statements and accountant reports which banks may require when large loans are sought and which some insurance companies want when issuing a bond. (Note: This service requires some scheduling lead time.)

Third, finally, our firm can also provide detailed financial and business planning services such as for real estate investment pro formas and business plan forecasts.

By the way, we've also assembled here a collection of accounting resources that you may find helpful. Some are free and some we sell for a modest fee:

Low-cost Downloadable Accounting Resources:

We've got a handful of short ebooks which cover accounting topics related to small business financial management. The "Small Business Tax Deduction Secrets" ebook is particularly popular. Note that all of these books come with a a money back guarantee.

Frequently, the best way to bump your tax savings is by maximizing deductions. Do this right & you can easily save thousands each year in taxes. Read More

If you're operating a real etate business using an S corporation platform, the right "reasonably low" salary can save you thousands... Read More

Everyone who invests in real estate should know about the gigantic tax loopholes available for real estate. I explain how to make the most of them in this e-book. Read More

Free Related-information Resources:

This website also provides hundreds of pages of free, small business accounting information. Some of the most popular "account-y" information appears on these pages