Straight answers, before you ever have to call. Every answer starts with the answer.
What it takes to move your books and taxes to us.
Access to your books (QuickBooks or whatever you use today), your last filed business return, and your bank and credit card statements. We send a short checklist after the discovery call so nothing gets missed.
Yes. We catch the books up to the current month first, then keep them current from there. Where it makes sense we time the switch to a quarter end so filings don’t split between two firms.
That’s fine. We can handle the monthly accounting and hand clean books to your preparer at year end. Most clients move the return to us once the books are ours, because it’s one set of numbers and one conversation, but that’s your call.
A bookkeeper records what happened. We record it, review it, and tell you what it means, and the same team plans and files your taxes off those numbers. Nothing falls between a bookkeeper, a payroll provider, and a tax preparer who’ve never spoken.
Who you deal with and what you get each month.
A named accountant who knows your business, plus the rest of the team behind them. You’ll talk to the same people year round, not a support line. When you call, someone who works on your account picks up.
Every month with your financials, and whenever something needs your attention in between. We reach out first when a deadline, a notice, or a decision is coming. You can call or email any time, and we’re glad when clients do.
Every transaction categorized and reconciled, a monthly profit and loss and balance sheet you can read, and someone to explain them. Tax planning runs alongside it through the year, and your business return is prepared off the same numbers.
The monthly work itself.
Yes. We start with a diagnostic review to see how far back the problems go, quote the cleanup before we start, then reconcile every account, sort the uncategorized entries, remove duplicates, and fix the chart of accounts. You get a written summary of what changed.
It’s what we recommend and what we support in-house, and most of our clients are on QuickBooks Online. If you’re on something else, tell us on the call. Moving over is usually part of onboarding.
Planning, filing and the letters in between.
Yes. For owners, the business and personal returns are connected, so we prepare both together. That way the salary, distributions, and estimated payments all line up.
Through the year, not in April. Because we see your numbers monthly, we build projections while there’s still time to change the outcome, and we go over estimated payments each quarter so you’re setting money aside deliberately.
Send it to us and we handle it. We respond to the agency directly and tell you what it was and how it was resolved. You don’t have to work out what the letter means first.
How payroll fits alongside the accounting.
Yes, for our accounting clients. Marie runs it from our office, and every pay run posts into your books the same week. Federal and New Jersey filings and deposits are handled on schedule.
No. Payroll is priced separately from the accounting fee, based on the number of checks and your pay frequency. We’ll quote it on the call once we know your headcount.
Where we are and who we serve.
Yes. Most of our clients are in South Jersey and the Philadelphia area, and we also work with businesses in Florida, Texas, Michigan, and Maryland. Nearly everything can be handled by phone, email, and secure upload.
901 Route 168, Suite 201, Turnersville, NJ 08012, in Gloucester County a few minutes from Route 42 and the Black Horse Pike. Parking on site. Open Monday to Thursday, 9:00 to 5:00.
