Our Services

We provide a wide variation of Accounting and Financial Services.  Bookkeeping,  and Financial Statements.  Specializing in Retirement, Life Insurance, and Medicare Insurance for seniors 65 years and over.  Tax returns.  Whether you are a small or medium size business for profit or non-profit, we can provide services to you. 501(c)(3) applications.


Senior Accountant
 

Responsible for a company’s financial procedures, records and statements for compliance with laws and regulations.

Detail and deadline-oriented self-starter.

Fearless dedication to client service.

Strong client communication and interface skills.
 

Ability to interface with multiple clients daily, and exercise problem solving skills.

10 -15 years’ experience in accounting or related function. Knowledge of accounting rules, policies and procedures.

Proven, solid software skills and exposure to automated accounting systems.
 

Recommend ways to reduce costs and enhance revenue. Prepare documentation for External Auditors. Analyze financial statements for discrepancies and alert the CFO if necessary.

Coordinate semi-annual audits and assist the CFO in running audits. Reconcile accounts monthly to ensure accurate reporting and ledger maintenance. Reviewing financial data to make forecasting decisions and communicating with company Executives about financial strategies.

Ensure employer maintains efficient accounting practices, work closely with company leadership and other finance professionals to reconcile accounts and review quarterly or annual reports.

So are you tired of organizing all those unattended bills and figuring out why your taxes are so high? Everyone’s accounting needs are different, and I’m here to help you tackle any issues that come up. If you’re looking to get back on track and reach those profitable margins, I can serve as a voice of reason for all of your tax planning and financial advising demands so you can start making smarter decisions today!

I know how time consuming accounting concerns can be, and they all require personalized and detail-oriented attention. Why worry about that when you have me to take that burden off your shoulders? I specialize in a wide range of tax preparation and accounting areas and can handle financial issues quickly and efficiently. Call me and start benefiting from my accounting expertise today.
Retirement

Prover 13:22

"A good man leaves an inheritance to his children's children..."

Your pension may not be enough.  For those who take the time to plan for their financial independence, retirement will give them an opportunity to do.  For others, it may mean working during their golden years, cutting back on their lifestyle and spending, or even relying on family members to help take care of them.  And if you are a teacher in Florida, we provide educational services with FRS, DROP and all of your Retirement needs.

In todays volatile economy, it is important that people have a safe and secure place to save for their retirement with a company that specializes in the 403(b) market.  It is our core business.

We offer top rated annuities and Guaranteed Lifetime Income Riders that provide guarantees from loss of premiums and paid and earned interest.  Our Riders also can provide a guaranteed income stream for life.

Bookkeeping
We have built an excellent reputation taking care of a wide variety of tax and accounting needs for our valued clients. Whether you need assistance with tax filings or something more complex, check out our list of specialties and get in touch to find out why so many businesses and individuals rely on us to manage their finances.
  • Post Transactions
    • Analyzing, sorting, recording, and adjusting transactions to journals and ledgers. (daily, monthly, or quarterly).​
  • General Ledger
    • Posting transactions to the general ledger in preparation of filing taxes.​
  • Monthly Financial Statements
    • Balance sheet, Income Statement, Cash Flow Analysis, Expense Report, Accounts Payable Report, Accounts Receivable Report , Quarterly and Year End Tax Reports.​
  • Company Set-Up for QuickBooks
    • Desktop and Online​
    • QuickBooks Training
    • QuickBooks Support
  • Bank and Credit Card Reconciliation
    • Monthly reconciliation of all bank accounts and credit cards.​
  • Quarterly Tax Payments
    • Generate quarterly tax reports to help ensure timely and accurate filings in order to avoid late penalties and interest.​
  • Year End Reports for Tax Purposes
Cash Management
We’re proud to provide our members with top-notch service. Our clients love working with us, many of them returning as repeat customers. Get in touch to let us know what we can do for you today.
  • Annual Budget Review
  • Planning Long Term Goals
  • Monthly Client Lead Risk Identification & Process Improvement