Specific Services

  • Business plan preparation
  • Entity Selection
  • Capitalization structure counsel
  • Accounting system selection & implementation
  • Payroll processing and tax compliance
  • Employee benefit plans
  • Sales tax processing and compliance
  • Periodic financial statement preparation & bookkeeping
  • Cash flow forecasting
  • Quarterly strategy and financial statement review sessions
  • Income & excise tax planning & preparation
  • Personal property tax planning & compliance
  • General financial consulting

Small business is a particular passion of mine! Seeing my clients, moved with entrepreneurial zeal, achieving their goals is a very fulfilling aspect of my work.


‚ÄčIdeally, I am working with a client from the first day providing them counsel to help them achieve success.

Timothy A. Jones, CPA/PFS

Certified Public Account - Personal Financial Specialist

Small Business Services