We provide accounting and bookkeeping services to a wide range of businesses using different arrangements to fit our clients' needs. We prepare financial statements, including Profit & Loss Statement and Balance Sheet to our clients either on a monthly or quarterly basis, depending on our clients' need and requirements.

Some clients mail us their records, such as bank statements, cancelled checks (or check stubs), credit card statements, payroll reports, sales data, etc. and we prepare their financial statements according to these records.  

Some other clients, email us their QuickBooks file, we review and adjust their information and email them back the corrected and adjusted statements.

A third arrangement is when clients have their own bookkeeping and accounting staff. They then mail us their financial statements (including their General ledger, Trial Balance, Journal Entries, etc.) for our review. We review their records and propose adjustments to be made in their books by their own personnel.

As part of the preparation or review of Financial Statements, we provide our clients with comments and feedbacks on cost and revenue trends and point out to any problem areas by analyzing costs and expenses. We advise them, for example, if they need to draw more or less salaries for themselves, the need to cut certain overhead expenses, the timing of major equipment purchases to maximize their tax benefits, on retirement and pension contributions and similar issues.

As part of our monthly services, with no extra cost, we also provide our clients with the following: