Accounting Done For You and Made Easy

Don’t Waste Your Valuable Time on Bookkeeping and Finances… Give Yourself Time to Do What You Do Best – Go Out and Get More Clients!

Most small business owners waste valuable time attempting to manage finances and keep up the bookkeeping end of their business when the time could be far better spent focusing on the service or the clients your business specialize in.

The successful small business owner knows to spend more time on work means generating more profit. Leave the tedious, time-consuming job of bookkeeping and accounting to the professionals!

Monthly or quarterly, depending on the size of your business and your specific needs, we will take care of the following accounting and bookkeeping services, which benefit your business in the following ways…

Bank reconciliation

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Identify lost checks, lost deposits, or unauthorized wire transfers.

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Detect and prevent embezzlement of funds from within your business.

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Track your business growth and manage your cash effectively.

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Protect yourself from bank errors, fraudulent checks, and other financial crimes directed toward your business.

Income statements

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We will provide you with regular profit / loss statements that will help you track the operating costs of your business.

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Understand what areas of your business are over / under budget and identify the specific areas that need attention to keep your business profiting.

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Track increases in product sales or returns as a percentage of your sales.

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Determine your current tax liability.

General ledger management

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We can help you set up a general ledger system, or identify problems with your current ledger system, that will allow you to eliminate discrepancies and maintain accurate records for your business.

Balance sheets

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Gives you a snapshot of the financial health of your business at any given point of time.

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Identify and analyze trends in receiving and payables and take prompt action to keep those trends going in a direction beneficial to your company.

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Balance sheets, along with income statements, are the single most important elements for reporting to potential lenders and investors.

We can also customize our service to you by adding…

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UNLIMITED CONSULTATIONS.

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Payroll management.

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Tax planning and preparation.

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Any number of a wide variety of financial services that would benefit your business.

Let Us Help:

What Are The Best Year-End Tax Moves New Castle County Taxpayers Can Make Last Minute?

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What Does the IRS Math Act Mean For New Castle County Taxpayers?

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IRA v Roth IRA v 401(k): Should New Castle County Taxpayers Convert Before 2026?

 Key TakeawaysTraditional IRA gives you a tax break today and taxable withdrawals later.  Roth IRA means tax-free growth and withdrawals later.  401(k) has larger limits with employer-based tax benefits. A Roth conversion adds income to...

What Are The Best Safe Online Shopping Tips For New Castle County Holiday Shoppers?

Key Takeaways Watch for IRS impersonation scams.  Use a password manager. Strong, unique passwords for every account are non-negotiable. Keep your devices updated. Software updates often patch newly discovered security flaws. Use antivirus...

A Moment to Give Thanks for My New Castle County Clients

As we’re entering Thanksgiving week, I’ve been thinking about how “interesting” this year has been. And I mean that in the polite way we describe things that are not exactly a joyride.The national noise was intense.- Inflation nearly made eggs feel like a...

How Do New Castle County Investors Avoid Capital Gains Taxes From Selling Investments Or Property?

  Key Takeaways Hold for at least one year and a day to qualify for lower long-term capital gains rates. Use losses to offset gains through tax-loss harvesting (but beware the wash sale rule). Time your sale during a lower-income year to take advantage of the 0%...

What is in the One Big Beautiful Bill? Child Tax Credit Changes for New Castle County Families

 Key TakeawaysThe Child Tax Credit (CTC) is now worth up to $2,200 per child for 2025 taxes (filed in 2026). Up to $1,700 of the credit is refundable if you don’t owe any taxes. Because of the OBBBA, you (or at least one spouse if filing jointly)...

Can an ABLE Account Help New Castle County Families with Qualified Disability Expenses?

 Key TakeawaysABLE accounts let you save and invest tax-free for disability-related expenses. Up to $100,000 in an ABLE account is excluded from Supplemental Security Income (SSI) resource limits, and Medicaid eligibility continues beyond...

What’s Alternative Minimum Tax? A 2026 Update for New Castle County High Earners

 Key TakeawaysThe OBBBA changes the AMT landscape starting in 2026, meaning more taxpayers will be pulled into AMT territory. High earners in high-tax states (and those with ISOs or private activity bonds) are the most at risk of an unexpected AMT...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!