Frequently Asked Questions

A bookkeeper is a highly trained, highly experienced professional who knows how to properly record your day-to-day business transactions. Proper categorization is important to ensure deductibility of expenses, taxation of income and essential for making sound business decisions. Hiring a professional bookkeeper helps to ensure your business financial statements are recorded timely and accurately.

Our staff averages over 20 years of experience! We have helped business owners though a multitude of situations since we opened in 1980. There are very few situations we have not seen in the last 40 years. We understand no small business is the same and strive to provide tailored solutions to each business. With our vast span of contacts we can also assist you in finding the right professional referrals (bankers, attorneys, etc.).

Our fee structure is unique from many other accounting and bookkeeping firms. Though discussions with the business owner or key management we determine a monthly, recurring fee that will remain the same month-over-month. This allows the business to budget for our service and also helps facilitate open discussion and dialog without the fear of "what will this question cost me?".

Our experience is vast and our software package is robust. We have immense capabilities to meet your tax, accounting and financial compliance needs.

We custody our assets at Fidelity Investments which is one of the largest such firms in the world. Many times we can bring all of these small accounts into the same Fidelity account without the need to sell or liquidate the individual investments. Having all your investments on a single statement helps provide clarity and structure to your overall portfolio.

Through death, divorce or gift sometimes people find themselves in an unfamiliar situation with more money and more decisions than they had previously thought about. These decisions can be daunting, especially when not previously thought about. The first step is to schedule a meeting to discuss their options. Often a conversation about their current situation, their goals and their future will make the decision making much easier than first anticipated.

"Will I have enough?" is a question that crosses everyone's mind. We invest in software that can help us determine what your current and future needs will be. Each family's situation and circumstances are different. Conversations with the client and their closest advisors can give us the information we need to help you answer those questions that keep you up at night.

We strive to always be reachable. Call, email or just stop in to let us know how we can help.