JD provides traditional bookkeeping services and specializes in utilization of the Quickbooks software. Services include the following:
-Initial review of transaction history for accuracy
-Monthly review and input of financial transactions
-Invoice generation and monitoring
-Bank Reconciliations
-Financial Statement preparation including Income statement and balance sheet
-Monthly and quarterly financial statement fluctuation analysis
Receive bookkeeping services for as low as $75 per hour.
JD does not perform full service payroll services for clients. However, we do perform consultation based services to enable our clients to pick the appropriate third-party payroll service provider.
Services Include the following:
-Oversight and coordination of employees W-4
-Initial setup of client data within the third-party service providers payroll portal.
-Monthly payroll reconciliations to ensure accuracy of payroll payments made
All clients are charged a one time fee based on the number of employees for initial setup. Monthly reconciliations services are performed for as little as $50 per hour
JD provides tax planning and preparation services for businesses and individuals. All tax services are provided by licensed CPAs with multiple years of experience.
Services Include the following:
-Tax preparation for individuals & Self Employed individuals
-Tax preparation for businesses – S Corps and C Corps
-Tax planning for individuals and businesses including estimated quarterly payments
-Licensed CPA representation in the case of an IRS Audit.
All tax services are provided for as little as $75 per hour.
We love our customers, so feel free to visit during normal business hours.
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed