Bookkeeping and Accounting

With combined years of experience in personal, small business, and non-profit agency bookkeeping, you can be sure of our ability to take care of all your bookkeeping needs.

We offer any or all of these services:
    • Personal Checkbook Balancing
    • Sales Invoicing
    • Accounts Receivable
    • Purchase Invoice Entry
    • Accounts Payable
    • Bill Pay
    • Check Register
    • Credit Card Registers
    • Loan Amortization and Tracking
    • General Ledger
    • Full Payroll Services (including 1099 preparation)
    • Fixed Asset Management
    • Financial Statements

Please give us a call for our current rates.

Quickbooks Professional Services

As a Quickbooks Pro Advisor for over 12 years, Diana has the knowledge and expertise to provide you with customized Quickbooks services. She can install, set up and customize your company in Quickbooks to provide the best possible system for your business.

Diana can also provide personal training and support for you or your bookkeeper, and provide necessary year end closing services.

Quickbooks installation, setup and training services start at $75/hour.

Income Tax Preparation

Specializing in individual and small business tax preparation, we can meet the needs of today's multitude of small business owners.

ProSeries, the professional tax preparation software we use, integrates with Quickbooks to help us provide the most efficient preparation of your return.

We offer preparation services for any or all of these:
    • Individuals (1040, 1040A, 1040EZ)
    • Small Business (Schedule C)
    • Partnership (Form 1065)
    • Corporation (Form 1120, 1120S)
    • Limited Liability Company (LLC)
    • Non-Profit Organization (Form 990)

A basic tax return starts at $100.

Clients who filed a return with us last year can request a personalized tax preparation checklist. Be sure to include your name when making this request.

New clients can fill out the 2 Page Client Questionnaire and bring it into our office with your tax documents.