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Accounting & Business Advisory Services

Accounting Services:

  • Profit Advisory Services with a focus on “Saving Taxes & Increasing Profits

  • Computerized bookkeeping

  • Certified QuickBooks® ProAdvisor - Customized Setup, Training, and transactional services for QuickBooks Online and Desktop

  • QuickBooks® Budgets ~ Give your business goals to achieve more revenue and profits.

  • Cash Flow Advisory ~ Cash is THE key to any business.  Collecting money and putting cash in the bank is VITAL.

  • Succession Planning Advisory ~ Plan your exit strategy while allowing your business to stay in good hands. You can mentor a successor or have your business turnkey ready for a sale.


QuickBooks® for Businesses:

  • I can help you “Save Taxes & Increase Profits” with proper setup & maintenance (tune-up) of the program trusted by millions of businesses.  You can even E-Bill and receive payment$ online with direct pay links!  I’ve been a Certified QuickBooks® ProAdvisor for 30+ years and will teach you how QuickBooks® is simple to use while taking advantage of the power of the program to INCREA$E your bottom line.                                         

Financing ~ Assistance with loans:

  • Business Plans ~ Let’s combine your business $$$ projection with your objectives and how you plan on achieving your goals.  This gives clear direction to your business when you need financing.

  • Loan Packaging ~ Work with your bank or utilize banking connections to find a match for your business.

Business and Individual Taxes 

  • Cash flow advising 

  • Income tax preparation with a focus on tax saving strategies (Corporate, LLC, Schedule C & Individual).  Tax return and Planning to meet your business and personal tax situations.

  • Sales and Payroll Tax preparation

  • Form of ownership planning

  • Tax Planning for Businesses & Families

  • Electronic Filing


Payroll Tax Filing Compliance

  • Set up or trouble shoot payroll in QuickBooks® Online or Desktop including direct deposit.

  • Tax deposits: 941, PA myPATH, ExpertPay, weekly, monthly, quarterly filing and reporting to keep YOU in compliance.

  • Employee SIMPLE IRA setup.

  • Electronic Filing of payroll taxes and forms to keep you in compliance and meet the current filing requirements

As a Certified QuickBooks® ProAdvisor, I have the training and experience that will aid you in making QuickBooks® simple to use while taking advantage of the power of the program to increase your bottom line.  

Call me today @ (570) 672-1040 Ext. 101

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