Accounting Services Monthly Bookkeeping, Reconcilations, and Tax Planning
Small Business Accounting Accounting for small to midsized businesses Financial statements Budgets and financial forecasting Cash flow management Incorporation services Payroll processing services Tax planning and preparation Business consulting Bookkeeping Retirement planning for you and your employees
Estate and Trust Planning Financial Services Retirement planning Setting up of profit sharing and 401(k) plan documents Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.) Investments  Mutual funds and annuities Employee benefit plans Estate planning Trust planning and charitable gifting Business exit strategies Executive compensation plans Key employee retention plans Welfare benefit plans Insurance - life, disability, and long-term care Buy/sell agreements Mortgages Succession planning
Certified Public Accountant
104 Church St, Punxsutawney, PA 15767
814-938-6040
For more information… call, visit, or email us!
We will learn about you and your business and together we can form a plan. We can help you save time and money. We respect your small business and will be there to hear your concerns. We take pride in guiding you and servicing you and your business.
If you are a business owner, you have enough to worry about besides keeping your books. Let us help you with all our guidance and services so you can focus on your cutomers and generating profit. What we can do for you: Reconcile your bank account Prepare an income statement Prepare a balance sheet Analyze your general ledger Consultations