Accounting & Bookkeeping Services
Accurate financial records are essential to understanding your business and making informed decisions. Our accounting and bookkeeping solutions provide timely, organized, and reliable financial data, including Profit & Loss Statements, Balance Sheets, Accounts Receivable, Accounts Payable, and customized reporting. We help you maintain clean books so you can focus on strategic growth.
Business Plans & Strategic Planning
Strong planning is one of the most important keys to business success. We help you develop clear, actionable business plans designed to guide your company from where it is today to where you want it to be in the future.
We specialize in:
- Business Plan Preparation & Implementation
- 3–5 Year Rolling Plans
- Annual Budgets
- Financial Forecasts and Cash Flow Planning
Financial Reporting—Monthly, Quarterly & Annual
We provide complete financial reporting services, including:
- Monthly, Quarterly, and Annual Reports
- Profit & Loss Statements
- Balance Sheets
- Accounts Receivable & Accounts Payable Summaries
These reports give you accurate insights into your financial health, helping you track progress, manage costs, and plan for the future.
Year-End Closing & Financial Preparation
Year-end reviews are essential for accurate reporting and tax readiness. We assist with:
- Year-End Closing
- Cleanup and Review of Records
- W-2s, W-3, 1099s, 1096, and State Forms
- Preparation for Income Tax Filing
Our structured process ensures everything is accurate and ready for tax season.
Income Tax Preparation & Filing (Business & Personal)
Our tax services are handled by an experienced Enrolled Agent, authorized to represent taxpayers before the IRS. We prepare and file federal and state tax returns for individuals, small businesses, corporations, partnerships, and self-employed professionals. Our goal is to ensure accuracy, compliance, and maximum tax benefit.
QuickBooks® Consultation & Support
QuickBooks is widely used by small and medium-sized businesses, but it can be confusing without
proper setup. As Certified QuickBooks Pro Advisors, we help you install, configure, correct, and
optimize your QuickBooks environment. We specialize in:
- QuickBooks Installation & Setup
- File Cleanup & Error Correction
- Accounts Receivable & Accounts Payable Analysis
- Chart of Accounts Setup
- Item Lists, Customer Lists & Vendor Lists
- Proper Use of Enter Bills/Pay Bills
- Payroll, Sales Tax & Liability Management
- Bank, Credit Card & Loan Reconciliation
- Matching QuickBooks Records to Filed Tax Returns
- One-on-One or Group Training
Our QuickBooks support saves you time, eliminates frustration, and ensures your system is accurate
and efficient from the start.
Make the Change Your Business Deserves
Many businesses are not fully satisfied with their current financial service provider, but hesitate to switch. If your current service is reactive instead of proactive, if communication is slow, or if your financial insights aren’t clear, it may be time for a second opinion. At RBG, we offer personalized guidance, proactive recommendations, reasonable rates, and reliable year-round support. For more information or to speak with our team.