We offer a large range of services to individuals, professionals, and businesses. Here are just a few of the accounting services that we believe would be of interest to you.
Business bookkeeping services we provide include monthly bank account reconciliation, QuickBooks category setup and monthly review, annual budget preparation, quarterly budget review meetings, and additional help with record-keeping and paperwork. We also can assist with collecting and submitting annual financial records to your business CPA for tax preparation and annual financial statement review. We help by doing a professional job; we know what your CPA needs, and we are not competing with your CPA for business tax or financial statement preparation services.
To help you maximize your income and plan for a secure future, we offer a variety of services, including personal budget planning, bill-paying, review of your plan for saving for retirement and planning for taxes. A few of the ways that we can help you include:
- developing a personal or family budget with regular check-in’s and updates as needed
- personal bill-paying services, bank reconciliations, bank and investment account reviews for you, your children, or elderly parents
- consulting with you and your financial planner on ways to save for college
- working in tandem with your financial planner as you save for retirement to make sure you are staying on target and considering current tax law strategies
We charge hourly rates for our services and do not sell financial products.
To learn more about how we can assist you with your unique needs, contact us at 425.954.8500 or drop us a line. We offer a range of services, tailored to your specific needs, budget and lifestyle.