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