Welcome!
Who We Are
In 2004, Dick Holton decided to retire and he transferred his clients to me in Willimantic, CT. With a team of 4 people, we took in interns from Southern State University. When we moved back to South Carolina in 2010, all but one client came with me and those original clients are still with me to this day. This is something I'm very proud of because moving locations can put a lot of stress on clients, but I make taking care of my clients a priority! There's a lot to be said about their satisfaction and willingness to move with me as I grew!
I am a certified Quickbooks Pro Advisor and Reporting Agent for the IRS Payroll. I can help you with your business' monthly, quarterly, and yearly bookkeeping and all aspects of payroll such as paychecks, direct deposits, payroll liabilities, quarterly reports, and reconciling payroll. I have access to enrolled agents, CPA's and local financial advisors as well, so you can create the local team you need to get your finances and budgets all in order each year!
I am a certified Quickbooks Pro Advisor and Reporting Agent for the IRS Payroll. I can help you with your business' monthly, quarterly, and yearly bookkeeping and all aspects of payroll such as paychecks, direct deposits, payroll liabilities, quarterly reports, and reconciling payroll. I have access to enrolled agents, CPA's and local financial advisors as well, so you can create the local team you need to get your finances and budgets all in order each year!
What Sets Us Apart?
You can count on me to help you succeed in your financial goals, for both business and personal! I am available to help with personal income taxes, budgets and financial planning, bank reconciliations, and even Quickbooks Training and setup! I have worked with contractors, bar and restauranteurs, retail locations, landscaping companies, and many other different business models too, so I have plenty of experience in different industry standards and capabilities!
Managing financial responsibilities can be tough, but I am ready, willing, and qualified to help you through them. Make me your local accountant for Summerville, SC and leave the tough stuff to me!
Work can be done remotely by fax, email, mailing paper, or even on site! I can be very flexible when it comes to service arrangements, just let me know what you may need or specific services you had in mind! Contact me today for a FREE ESTIMATE or for some answers to your most pressing accounting questions! I look forward to getting to know you and/or your business
Managing financial responsibilities can be tough, but I am ready, willing, and qualified to help you through them. Make me your local accountant for Summerville, SC and leave the tough stuff to me!
Work can be done remotely by fax, email, mailing paper, or even on site! I can be very flexible when it comes to service arrangements, just let me know what you may need or specific services you had in mind! Contact me today for a FREE ESTIMATE or for some answers to your most pressing accounting questions! I look forward to getting to know you and/or your business
Our Services
Personal Income Tax |
Monthly Bookkeeping |
Quickbooks Training |
DROP US A LINE
Contact Us Today For a Free Estimate!
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Phone |
Office: 843.695.8045
Cell Phone: 843.804.2338 Fax: 843.695.8040 |