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Services

We provide a wide range of services to allow our clients to focus on growing their business.

BUSINESS ACCOUNTING & REPORTING

Your company’s accounting and internal control environment are vital to its success. But you’d rather focus on sales, customers and operations, right? That’s where we come in. Let us take the accounting off your hands and put your company in a position for success!

  • Monthly/quarterly accounting and financial statement reporting.
  • Budget preparation and review.
  • Cash flow statements projection and analysis.
  • Internal control assessment and review.

TAX FILING AND IRS REPRESENTATION

David W. Mize, CPA is a Certified Public Accountant and experienced tax preparer.  David has been preparing corporate and personal taxes for 30 years.  David welcomes the most complex tax returns and has an excellent track record working with various tax authorities to efficiently resolve taxpayer issues.

  • Tax preparation and electronic filing
  • Response to tax authority letters included in our fee

QUICKBOOKS ONLINE SET-UP & CONSULTATION

QuickBooks Online is one of the most popular accounting programs for small business.  

  • Set up your QuickBooks Online accounting
  • Send invoices to customers electronically
  • Collect your receivables via ACH at no charge
  • Pay bills electronically for a fraction of the cost of paper checks
  • Manage your business with real time reporting
  • File your business taxes on time

TEMPORARY CFO SERVICES

Is your company a startup or early stage small business? If you are too small for full-time accounting/finance personnel but not large enough for a full time Controller or CFO, we have the solution! Our experts are ready to take this responsibility off your hands, so you can focus on growing your business. We will take care of all accounting and finance needs, and oversee any current accounting personnel currently on your team. Contact Us