• For Businesses

  • To support you and your business, we provide comprehensive accounting, bookkeeping, tax preparation, and advisory services

    in professional, fast and cost-effective way.

    Our clients receive complete and accurate financial information, and tools and support to review and analyze data needed to grow their businesses, maximize their income and minimize their expenses.


    From evaluating your existing operating systems, to devising more efficient and effective processes, to keeping your books up to date and organized, you can rest assured that your information is properly recorded, organized, filed, and readily available to you.


    We provide in-house support to professional service firms, helping to bridge the gap between your financial manager and your bookkeeper. We provide CPA and CFO services, working with your office manager and helping your Partners have a better handle on their finances.



  • Services

    CFO Services

    When you retain us to serve as your outsourced CFO, we will help you and your team establish a framework and guidelines for your business growth, review and compare best practices to help you reach your goals, identify money-saving and money-making opportunities, and interpret reports, analysis and other data to help you maintain healthy margins.


    We are also available for periodic meetings with you and your board members.


    Services are available on monthly retainer, project-based, and on an hourly basis.

    CPA Services

    • Business start-up services including federal and state registrations.
    • Sales tax reporting and filings.
    • Income tax projections.
    • Quarterly financial reports.
    • Ongoing access to answer any questions or concerns in regards to accounting and taxes, and to support you in your role as a small business owner.
    • Tax preparation – individual, corporate, partnership, trusts and estates.
    • Correspondence with federal and state agencies.

    Bookkeeping Services

    • QuickBooks installation, setup, and assistance.
    • Bookkeeping services including preparation of bank reconciliations.
    • Bank and credit card reconciliation(s).
    • Payroll processing and monthly/quarterly/annual reporting.
    • Preparation of annual forms 1096/1099.
    • Quarterly financial reviews.
    • Monthly accounting support.


    Services are available on monthly retainer, project-based, and on an hourly basis.


  • Nancy has provided me with a general understanding of the functions of my
    tax situation. She educates as well as facilitates.


    - Mary-Ellen Snyder

    Working with Nancy is the best experience I've ever had with an accountant. In the past I paid 3x more for accounting services and got a fraction of the attention I got from Nancy. She has deep knowledge of tax strategies for small business owners. She offered several creative suggestions to support me and the business. She is both knowledgeable AND personable, patiently and thoroughly explaining the numbers and options. I recommend her services without hesitation.


    Sharon Melnick