1470 Lakeview Avenue Unit 3 - Dracut, MA. 01826
978-957-2359

 

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Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner.

Accounting Services
Bookkeeping/Write-Up
Business Valuations
Cash Flow & Budgeting Analysis
Consulting Services
Financial Forecast and Projections
Financial Planning
Financial Statements
Payroll Services
Quick Books Training
Retirement Planning
Tax Planning
Tax Preparation


Accounting Services

Our Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

 
Bookkeeping/Write-Up

Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

 
Business Valuations

Our firm provides cost-effective business valuation services, quickly and efficiently.

 
Cash Flow & Budgeting Analysis

Our firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.

 
Consulting Services

Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.

 
Financial Forecast and Projections

Our firm provides complete financial and business forecasting services, including proforma projections. We will also customize - What If - planning scenarios to help management foresee and plan for unexpected business contingencies.

 
Financial Planning

Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals.

 
Financial Statements

Our firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a businesss full profit potential.

 
Payroll Services

Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and offer full magnetic media and electronic filing capabilities.

 
Quick Books Training
 
 
Tax Planning

Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.

 
Tax Preparation

Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.

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