Business Details
Your Trusted Partner for Financial Services
As a small business owner, you have more important things to do than manage your own books. Our team takes care of bookkeeping, payroll processing, and tax preparation so you can focus on growing your business. We handle payroll details flawlessly, including taxes, reconciliations, and documentation. Our tax planning services aim to reduce your burden through quality, up-to-date advice and return preparation. With decades of combined experience, we prioritize personalized relationships and local identity while maintaining professional growth.Our secure client portal streamlines document management, and our electronic filing ensures accuracy and efficiency. We serve clients with services like individual and business tax returns, payroll processing, and accounts payable management. Our mission centers on superior service, reasonable costs, and building trust through consistent, transparent support tailored to each client's unique needs.
Services
Bookkeeping
Tax Preparation
Payroll Processing
Accounts Payable
Highlights and features
- We offer over 48 years of bookkeeping experience.
- Our secure client portal ensures safe document management.
- We provide year-round tax planning and preparation.
- Our team includes certified payroll specialists with 4 years of experience.
- We assist in setting up accounting software and office procedures.
What people say
Great tax return
Highest quality
Personal relationship
Reasonable cost
Flawless payroll
Services
Bookkeeping
Our bookkeeping services include monthly or quarterly bank account reconciliation, financial statement preparation, and assistance with business setup, budgets, and accounting software. We ensure accurate record-keeping to support informed business decisions. Our experienced team streamlines financial tracking for small businesses.
Tax Preparation
We provide year-round tax planning and preparation for individuals and businesses, including LLCs, partnerships, and estates. Our services cover amended returns, estimated payments, and electronic filing with direct deposit options. We focus on minimizing tax burdens through up-to-date compliance and strategic advice.
Payroll Processing
Our payroll services handle check processing, direct deposit, W-2/1099 preparation, and quarterly/annual tax filings. We ensure compliance with payroll laws and reduce errors through electronic systems. Our specialists guarantee timely, accurate payroll execution for small businesses.
Accounts Payable
We manage accounts payable by digitizing invoices, generating payment reports, and processing checks or electronic payments. Our secure portal organizes financial documents, simplifies reconciliation, and streamlines vendor payment scheduling for business efficiency.
People
Lenay Johnson
Founder & Bookkeeper
With 48 years of bookkeeping experience and 43 years running her own business, Lenay Johnson established the company's foundation through part-time home operations and full-time office growth.
Catherine Hauptmann
Bookkeeper
A 20+ year bookkeeping professional, Catherine Hauptmann rejoined the firm in 2015 after a military service leave, bringing extensive expertise as a business partner.
Katie Hauptmann
Payroll Specialist
Katie Hauptmann ensures flawless payroll execution with four years of experience in tax compliance, direct deposit systems, and quarterly reporting.
Questions
What financial services do you offer for small businesses?
We provide bookkeeping, tax preparation, payroll processing, and accounts payable management tailored to small business needs.
How do you ensure tax compliance and minimize liabilities?
Our team stays updated on tax laws to provide strategic planning, accurate filings, and year-round advisory services for optimal compliance.
Can you handle payroll for businesses with complex reporting needs?
Yes, we manage payroll processing, tax filings, and documentation for businesses of varying complexity using electronic systems.
How do you maintain client data security?
We use a secure client portal with encrypted document storage and transmission to protect sensitive financial information.
What experience does your team bring to financial services?
Our team combines 48 years of bookkeeping experience with specialized payroll expertise to deliver reliable financial solutions.
