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Many small business owners find themselves spending time on mundane bookkeeping tasks, rather than building their business.  We provide ongoing monthly bookkeeping services for small- and medium-sized businesses.

  • Initial set-up of an online accounting system and bank feeds

  • Review and clean-up of your existing accounting system

  • Categorization of account transactions

  • Assistance with your accounting system via phone, e-mail or video conferencing

  • Reconciliation of bank and credit card accounts

  • Preparation of basic financial reports, including a Balance Sheet and Profit & Loss statement


As a full-service CPA firm, we also go beyond the basic bookkeeping and assist our clients with other financial tasks involved in operating and growing their businesses.  Having accurate and timely financial statements is imperative for making informed decisions and when applying for financing.

  • Financing assistance

  • Budgeting and cash flow projections

  • Preparation of financial statements for management review

  • Meetings to review financials and discuss tax planning opportunities

  • Small business set-up and tax entity selection

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Tax Returns

We handle tax return preparation for individuals and businesses.  All returns are reviewed and signed by a CPA, ensuring that you receive expert attention.  We prepare returns for clients in all 50 states, and e-file all returns on your behalf to ensure timely submission.

  • Individual Forms 1040 (including states)
    (Starting at $250)

  • Partnerships (1065)
    (Starting at $750)

  • Corporations (1120-S and 1120)
    (Starting at $750)

  • Trust & Estates (1041)

  • Non-Profits (990)
    (Starting at $675)

  • Forms 1099

  • Quarterly and year-end payroll tax returns & W-2s

  • Business privilege returns (as applicable in PA)

  • Individual tax planning

  • Tax notice resolution
    (for current tax preparation clients only)

We charge based on the complexity of the return, not on a form-based formula.  We are happy to give an estimate of your filing fee after reviewing your particular situation and prior year returns in detail.

Coaching & Training

QuickBooks Training:  We will work with your staff to provide one-on-one training to work within you QuickBooks Desktop or Online file.

This training requires a properly set-up QuickBooks file.  If you need assistance with creating or cleaning up your QuickBooks file, we are happy to assist via a separate engagement.

  • One full day of one-on-one QuickBooks training
    (7 hours)

  • Up to 2 hours of follow-up questions via telephone and/or remote access 

QuickBooks Training Session $725

Small Business Coaching:  In addition to regular discussions regarding tax planning and financial statements, many small business owners find themselves looking for guidance in managing their organization in order to become more successful entrepreneurs.  As a Certified Financial Coach, Terri has the tools and background to provide the guidance you need to move your business to the next level.

Participants must be committed to completing the sessions and tasks.  Success does not happen overnight, but the guidance and tools that are provided can assist you in focusing your time and resources.

​If you are interested in learning more about our individualized coaching sessions, please make an appointment for a consultation via our online calendar.

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