Our Services

Through research and the promotion of best practices in the accounting and finance industry, we seek to provide the optimum services possible to our clients.

We help your business organize bookkeeping and administrative processes for an effortless back office, so you can spend more time providing what your customers want at the level of service they deserve.

From choice of entity, to setting up payroll and employee benefit plans, to succession and retirement planning, we help you make the decisions that are right for your business at the different stages in your firm’s life.

You have access to our network of professionals, including attorneys, insurance agents, marketing specialists, and business planners, to give you the expertise you need to grow your business

We provide customized accounting and tax preparation solutions, all tailored to your business needs.

You have the option of full accounting services, including Accounts Receivable and Payable, Payroll, and Financial Statement compilation. Monthly and quarterly services include bank reconciliations, payroll tax filing, unemployment reporting, and sales tax filing. We can train your employees on a variety of software, including Quickbooks ® and Peachtree accounting software as well as Microsoft ® Office products. Or you can choose something in-between to best fit your needs.

Tax preparation services cover Corporations, S-corporations, Partnerships, and Sole Proprietors; Individuals; Non-Profit organizations; Estates; and Trusts. Electronic filing is available for all federal, and most state, income tax returns for businesses and individuals. We can also assist with setup of electronic payroll tax deposits.

We want you to make the best business decisions using the most current information possible. But if you don’t understand how the numbers on your Financial Statements or Income Tax Returns affect your business, you could be flying blind. We show you how to compare past periods to the current period and what it all means, and we can help you to make projections. You will see how profitable you can become when you use your numbers as a management tool.

We want our meetings to be efficient and effective, and that’s why we come to you. And we are available some evenings and weekends to work around your schedule. Our area of service extends from Ada and Canyon counties in the south to Valley county to the north. We also work with clients in other states, by mail, phone, or electronically.

It is important to maintain communication with your CPA, who is your most trusted adviser. Remember that you are not alone. We know and understand your business and personal financial situation, and the challenges you face. We can help you gauge your current situation in the wake of recent market events and create a sound financial plan in response.

Please ask about our personal financial services. From family budgeting and credit repair to wealth management and estate planning, we have the tools and techniques to help you reach your goals. We are here to make your financial life easier.