What We Do

More Than Just Accounting

We offer all the traditional accounting and compliance services but we are much more than your average accounting firm. We understand there is so much more that can and should be done to help you reach your business and personal goals.

For businesses, we have the tools, resources, skills and coaching knowledge not only to advise you on specific events, but to help you achieve business performance excellence. That means management, marketing, customer service, team retention, working processes and business building strategies. Our business development services are designed to help make your business better, more profitable and more valuable.

For Individuals, we continually invest in education and research so our clients can rely on us to provide guidance in not only navigating the tax code, but finding opportunities in it. That means job changes, family events, relocations, college savings plans, IRS correspondence, IRS representation, and other tax planning strategies. Our tax services are designed to remove the anxiety and provide knowledge so you can make informed decisions.

Business Prosperity Navigation

Throughout your business life cycle, you will encounter events that require professional expertise beyond your in-house resources. From choosing the best business entity to planning for retirement, you need to know the facts so you can make an informed decision. That's where we come in; we have the resources and knowledge to advise you.

Some of our most popular advisory services:

  • New Business Startup - Tax and Financial lay of the land

  • Entity Analysis - Helping you choose the right business structure

  • Buy Sell or Merge - How best to structure the deal

  • What If Analysis - Tax and financial impact of your next opportunity

Business Coaching

Our goal is to help you build a business that exceeds expectations.As your business coach, we identify areas of your company that can deliver more value than they currently are. We do this by starting with your vision for the future, creating a game plan and then coaching you to that end.

More than Just a Ledger

From start-ups to established enterprises, businesses need to rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. We can identify and help to shore up your weaknesses in your current systems and build a foundation that you can trust to plan your growth.

General Accounting Services:

  • Accounting system design, set up and support

  • Financial Statement Preparation

  • Financial Statement Consulting

  • QuickBooks related Services:

  • QuickBooks Setup and Ongoing Support

  • QuickBooks Consulting and Training

  • QuickBooks Review and Adjustments

  • QuickBooks data entry and reconciliations

We have a QuickBooks Pro Advisor on our team to work with you on software efficiency.

Proactive Tax Management

** At this time we are unable to accept new Individual Income Tax clients. If you would like a list of CPA referrals, please email reception@mbcpas.net.

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