Small Businesses

Delivering service excellence to small businesses

We specialize in providing a comprehensive set of accounting, tax preparation, and advisory services to closely-held small businesses. We serve clients, via the cloud, both inside and outside Hawaii.

Typically our best fit is with service businesses, such as architects, law firms, medical/dental practices, consultants, real estate agents, web development firms, and salespeople. That said, we work with all types of service-oriented businesses, and even with retail businesses.

Cloud Accounting

We assist with a broad range of accounting and related small-business services. We utilize industry-leading, cloud-based software (QuickBooks Online) for all of our bookkeeping engagements. QuickBooks Online offers incredible efficiencies: it eliminates desktop data files, password sharing, and version control; and it adds security, mobility, anytime/anywhere access, and better collaboration between you and us.

For other engagement types we also do our best to leverage the cloud to increase efficiency. The list at right shows a sampling of how we help our small business clients:

  • Bookkeeping (account classification, reconciliations, payables, receivables, adjusting journal entries)
  • Payroll setup and assistance
  • 401k plan setup utilizing Guideline as plan administrator
  • Hawaii General Excise Tax (GET) compliance – online filings and payments
  • TDI filings and audits
  • Workers compensation setup and audits through Gusto
  • Healthcare
  • Multiple Work Site Reports for the Bureau of Labor Statistics
  • Consulting
  • Financial statement preparation (as a separate, SSARS 21, engagement)
  • Technology solutions advisory

Tax Preparation

We prepare taxes for sole proprietors (on Schedule C of Form 1040), partnerships (1065), C-Corporations (1120) and S-Corporations (1120S). We have savvy accountants, seasoned tax professionals, and we utilize leading-edge software to provide a technology-focused, modern experience for our clients. We optimize for the most favorable client outcome and deliver service excellence without compromise.

  • All major business return types: sole proprietors (Schedule C), partnerships (1065), C-Corporations (1120), and S-Corporations (1120S)
  • Electronic filing
  • Industry-leading tax software
  • Preparation of trial balance and adjusting entries
  • Electronically organized work papers
  • Secure, online file exchange

Enjoy personal attention.


Enjoy excellence.

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