Offers online services
About
We take pride in providing our clients with superior customer service and attention to details. We respond to our clients needs in a timely manner and are very responsive as we are open all year long!
Helping people save money!
Specialties
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries
Annual income
Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M
Accounting software
QuickBooks, Xero, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements
Accounting for
Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit
Photos and videos
Reviews
0.0
0 reviews
5
0%
4
0%
3
0%
2
0%
1
0%
RT
Robert T.
Ed is clear, concise, and very responsive to anything asked or needed.
October 19, 2021
•Hired on Thervo
Frequently asked questions
What is your typical process for working with a new customer?
We usually like to meet face to face with a prospective client, but at a minimum have a detail conference or Zoom call to assess the client's needs.
What education and/or training do you have that relates to your work?
BA Finance & Accounting
Enrolled Agent - US Dept of Treasury.
Services offered
Business Consulting
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll
Financial Services And Planning