From James Patrick Sr., original principal, to Kevin James and Charlene Elizabeth, and now to James Patrick Jr. and Jennifer Leary, a tradition of Trusted Advisory Services, Business Consultation and Income Tax Preparation has spanned generations to provide what is most important to us—Proper Service For You and Your Business.
Here are some of the tools we provide to help you and your business succeed:
We understand the challenges business owners face within the restaurant and food service industry. Our professionals have years of experience serving...
read moreWe are dedicated to helping you achieve success. With extensive experience providing full-service tax and accounting to the landscaping industry, we are intimately familiar...
read moreWe understand that the retail business is unique—having to deal with complex inventories, volumes of forms, and always seeking ways to operate more efficiently...
read moreOur skilled team of financial experts have years of experience in providing accounting, tax and consulting services to professional service firms—including physicians...
read moreOur firm specializes in serving the accounting, tax and financial management needs of law firms, lawyers, attorneys and all types of legal practices. We help legal firms...
read moreBlack Friday and Cyber Monday need no introduction, but for small business owners it’s all about Small Business Saturday—an annual holiday shopping tradition that gets communities out in support of their local small businesses. Small Business Saturday falls on November 24 this year, so if you haven’t already…start getting the word out.
The Protecting Americans from Tax Hikes (PATH) Act of 2015 requires Forms 1099-MISC reporting non-employee compensation (NEC) in box 7 to be filed by January 31.
Small business owners in many communities offer downtown trick or treat events. Take advantage of this opportunity to build your business reputation. Involvement in local events goes a long way with both existing and prospective customers—indicating a vested interest in your community. Find creative ways to make your business stand out this trick-or-treat season. We hope the following suggestions will spark fun promotional ideas:
Client CommunicationsLiscio
Client LoginNetClient
Online AccountingQuickBooks Online
Desktop AccountingHosted QuickBooks
Video MeetingZoom
Accounts PayableBill.com
Time TrackingTSheets
