Accounting Services
  Monthly Bookkeeping, Reconcilations, and Tax Planning 
 
 
 
 
 
 
 
 
  Small Business Accounting
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  Accounting for small to midsized businesses
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  Financial statements
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  Budgets and financial forecasting
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  Cash flow management
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  Incorporation services
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  Payroll processing services
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  Tax planning and preparation
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  Business consulting
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  Bookkeeping 
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  Retirement planning for you and your 
  employees
 
 
  Estate and Trust Planning
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  Financial Services
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  Retirement planning
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  Setting up of profit sharing and 401(k) plan documents
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  Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), 
  Profit Sharing, IRA, etc.)
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  Investments 
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  Mutual funds and annuities
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  Employee benefit plans
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  Estate planning
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  Trust planning and charitable gifting
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  Business exit strategies
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  Executive compensation plans
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  Key employee retention plans
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  Welfare benefit plans
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  Insurance - life, disability, and long-term care
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  Buy/sell agreements
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  Mortgages
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  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