top of page

Keeping Accurate Records is Vital to the Financial 
Stability of a 
Business

Office Desk

Michelle R. Sweeney, MSA, CFE, CMA - Owner

Michelle’s clients are her number one priority, and her services prove just how committed she is to their success. She has a passion for helping small business owners to ensure their business is running as efficiently as possible without the headaches. Her specialty is budgeting, financial analysis and management reporting. Book an introductory meeting with her today to learn more about how she can make your business thrive.

Services

As a business owner, you work hard every single day. Whether it’s managing your employees, overseeing your company’s day-to-day operations, or generating new ideas, you don’t have much time left over to deal with the financial side of your business. Even if your cash flow is good, are you sure you’re maximizing your profits? Are you paying estimated taxes on time? Are you complying with federal and state payroll or sales and use tax? 

We’re committed to your success. Take a look at our services below or contact us today and find out how our services benefit your bottom line.

Small Buisness Accounting

Bookkeeping Services

Payroll/ Services For Quickbooks

Small Business Accounting

Here's what we do for you:

​​

  • Generate reports and analyze financial data

  • Prepare budgets

  • Accounting systems set-up, Chart of Accounts and General Ledger

  • Internal controls for fraud prevention

  • Quarterly, monthly, and annual financial statements

  • Sales and Use tax processing

  • Profit statements and balance sheets

  • Custom financial reports

Accountant at Work
Stack of dossiers

Bookkeeping Services

Here's what we do for you:

  • Accounts payable (entry, bill paying)

  • Accounts receivable (entry, invoicing, deposits, collection)

  • Bank Reconciliations

  • Bookkeeping clean up

  • General ledger

  • Tax forms (1099s, 1096)

  • Payroll processing

 

Here's what we do for you:

  • Direct Deposit and Electronic Fund Transfer (EFT)

  • Payroll checks printing

  • Payroll tax compliance, e-filing, tax payments

  • Payroll reporting by employee or department

  • W-2, W-3, and 1099 processing

  • User-friendly, and easy to understand monthly, quarterly, and annual payroll tax reports

Calculator
Accountants

Services for QuickBooks

Here's what we do for you:

  • Set up and customization - After we set up your QuickBooks software, we help you customize it specifically for your business - including integrating third-party invoicing or bill pay software.

  • Employee Training - Provide personalized training for you and your employees at your location or ours.

  • QuickBooks Review - Review, sort and process monthly or quarterly transactions, reconcile the general ledger and all accounts and prepare required reports.

  • Periodic Tune-ups - We are available to perform periodic reviews of your QuickBooks system reviewing transactions and cleaning up and organizing your bookkeeping system.

 

Palm Trees

Freeing up your valuable time and allowing you to focus on growing your business

bottom of page