Our Small Business Services

Bookkeeping

Manage daily transactions and monthly reconciliations.

Financial Statements

Compile and maintain accurate balance sheet and income statements.

Classify

Make sure all data is accurately posted to the correct general ledger accounts for tax filing purposes.

Tax Preparation

Making sure that your financial records are clean and ready for the end of year corporate tax filings.

Sales Tax

Calculate, file, and pay monthly sales tax.

Payroll

Manage your payroll including 1099s.

Accounts Payable

Enter, track, and pay bills on your behalf

Accounts Receivable

Generate and send invoices as well as make collection calls when necessary on your behalf.

Customer Service

Generous customer service when requested to speak on your company's behalf.


Compliance

We make sure to stay compliant with:

"GAAP, New Payroll Laws and Tax Rates, Sales Tax, IRS Detailed General Ledger.

Consulting

We have the resources to getting you the best advice with:

Tax Planning and strategies to help improve profits and lower tax liabilities.


About Jason

I received my bachelors degree in Accounting from Rhode Island College in 2007. I worked as an intern and was eventually hired by Lighthouse Financials Services, Inc where I was eventually bought out by a large client which I went on to work for ten years. I have over 14 years of QuickBooks and bookkeeping experience. I have managed all types of industries including construction, law firms, ecommerce stores, fitness centers and restaurants.

Accreditations:

✔Accounting Degree

✔QuickBooks ProAdvisor

✔Certified QuickBooks User

✔Member of The Executives Association of Rhode Island

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F.A.Q

As soon as you start to think about your business, an accountant can help you take the next steps. We can discuss your business's organization, tax purposes and operations, along with target pricing and profit margins.

Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding "Yes!"

We enter weekly transactions from all sources and then reconcile all accounts monthly. We then go through your company financials on a monthly basis and discuss all of the data. We like to also meet every quarter with one our affiliated CPA's and/or Tax Professionals to discuss your financials in further detail and give you better advice with any of your business concerns. We will also meet annually, after I work closely with your Tax Professional to discuss all of your corporates tax return questions and concerns.

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We know that the accounting needs for each business is unique. Use our form to tell us more about your needs and concerns, and we will give you a free quote on regular or one-time accounting services.