About
Bookkeeping, Payroll, Business Tax, Individual Tax
I have been in business for 23 years, and I still feel the same passion I felt 23 years ago when I started working for KPMG. Later I decided to open my own practice with focus on the small business, and for me there is no better way to grow and have control of your business than the feedback the financials provide about the operation and overall performance of your daily routine. There is a direct relation between your actions and your results, and accurate accounting records (financials) are that piece of information that reflect the positive or negative consequences of your business decisions.
On a separate field, we all deal with the inevitable income tax, and we all will pay our share either at the beginning or at the end, but this statement brings two thinks to the table, how much is “our share”? and, when is beginning and when is end? Well, this is two tax planning objectives we help our customers understand and act according to their needs and goals. IRS dedicate a lot of resources and time to finds those who haven/t paid their fair share, but never makes reference of those who are paying more than what they want/should, and we believe that this last group is BIG. There are multiple very well-known strategies that can put you in control of your tax steering wheel, instead of just been a passenger that follows what the leader says. You should pay your fare share, not a penny more, not a penny less, and the only way to reach this goal is to know your limits, and work towards that balance point that will save you tax money, will keep your business out of uncle Sam radar, and will provide funds/resources for a better and more productive operational routine.
Last but not least, our Payroll Service is out of the charts (period). When you look for Payroll Service, you want a flexible, accurate, on time, reasonable cost service, and with all this adjectives in mind is how our payroll service has grown, and are making what our payroll service is today.
Highlights
Reviews
Hector L.
Juan H.
Marcio C.
Rogelio G.
Anthony G.
FIDE P.
Frequently asked questions
What is your typical process for working with a new client?
Initial Discovery Interview (either face-to-face or over the phone) that can allow both parties to know each other, and provide an initial feedback that will dictate how comfortable each party felt during the meeting. This comfortable level will either result into a new relationship or not. Normally this meeting talks about who we are, what we have done, and some way of action, but no advice.
What education and/or training do you have that relates to your work?
Many years of experience, many years experiencing what successful business have done to keep their business for long, and what others have done that took their business away from them. Accounting it’s an Art and a Science at the same time, Art in a way that in order to be effective, it must reflect the attitude and mud of your business, and Science in a way should follow all rules and regulations implemented by institutions that looks for standardization and disclosures to help a better understanding by those who are not accountants.
Do you have a standard pricing system? If so, please share the details here.
Simple solution or Complex Solutions, each situation is diferent and price goes along with it.
What types of customers have you worked with?
Small Business, Mom-and-Pop Business, Spanish, English.
Lithographies, Restaurants, Barber Shops, Tire Stores, Jewelers, Pet Care Stores, Realtors, Property Mangers, Franchises, Arquitects, Real Estate Investors, Real Estate Renters, International Customers, Travel Agencies, Janitorial Services (Residential and Commercial), Laundry Services, Dry Cleaning Services, are just some of the types of business/customers we have handle.
Describe a recent event you are fond of.
The customization of QuickBooks for a Property Managment Company.This Project was not only enjoyfull during the customization initial phase, but also during implementation and trainng. This customization gave the property managment business and easy to use tool to keep landlords, tenants and vendors properly informed about their activities and dues, and a reporting module capable of answering practicaly any financial aspect of the business.
What advice would you give a customer looking to hire a professional in your area of expertise?
Meet with him and follow your insticts, there is a professional out there that will fit your needs and will match the way you work, ask questions, dont just go with the first one or the sheepest one, if so, you are taking the risk of loosing the oportunity of having a good consultant working for you, keeping you away of trouble and failure.