Home Services Associates Client Links Contact Us Jorge Herrera
 
 
 
Service

PERSONAL FINANCIAL SERVICES
To be successful in saving and growing your hard earned dollars to their full potential, a financial analysis is vital. How much will you need at retirement? Are you ready for your children’s college expenses? Our team can help you analyze these and other financial scenarios.

BUSINESS CONSULTING
In today’s business environment you need access to knowledgeable professionals, who can be trusted and understand your company’s concerns. We recognize that for your business to be on the cutting edge, our services must go beyond accounting and tax: a business vision. We can help you define business goals and cost-effective measures to achieve them.

ACCOUNTING SERVICES
Financial Statements provide valuable information on the condition of your business. They are used for management, budgeting, forecasting, problem recognition, problem solving and for preparation of tax returns. Should you need bookkeeping services, our team members can help you design a process that fit the unique needs of your business. Accuracy, reliability and timeliness are imperative.

TAX PLANNING AND RETURNS
Minimizing tax liabilities is an important objective of all businesses. Our team of experienced professionals can assist in accomplishing that goal. Tax preparation comes after the end of the year but tax planning is year-round. We remain current with tax laws and changes in order to provide advice and strategies to benefit your business. Our firm invests in continuing education, quality software for research and preparation of tax returns to insure accuracy and reliability.

AUDITING
Audits may be necessary for different reasons: internal or external. Management may request an internal audit on a specific area within the company or an external audit may be required by an outside source, grantor or government agency. Whether you are a for-profit or non-profit organization, our team can perform the audit to help you remain in compliance and to continue operations improvements.

QUICKBOOKS TRAINING
An organized system is key for a business to operate at its full potential. With our experience and knowledge we can assist you in crucial operational areas. Our team can help ensure that your new QuickBooks file is set up correctly right from the start. Get answers to your accounting or accounting-related QuickBooks questions quickly and easily from a QuickBooks Professional Advisor .Quickbooks training put you on a fast path to productivity, letting you work more efficiently and confidently.