Denise Viera // Owner
I have been working in the accounting / bookkeeping industry since 1996. I started doing light bookkeeping for a few small businesses while I was a stay at home mom. In 2003, I began working as a staff accountant for a small, local CPA firm and found my passion in helping small business clients with cleaning up their accounting books & records. (Under years in business for my profile I put 5 years- which represents how long I have been a certified Quick-Books Pro-Advisor) I have been involved in numerous IRS & state audits where I have been able to truly assist my clients through the audit process; often with favorable results. I have been an Intuit Quick-Books Pro-Advisor since 2012. I decided to get my certification so that I could better assist my clients with the software that they have grown to love for their daily accounting needs. It is great to watch people that have a passion for what they do -grow and succeed in their businesses. I am married and have three amazing grown kids. My hobbies include spending time with my family & friends, cooking, relaxing at the beach, serving in various areas of my church, traveling, kayaking, thrifting, and craft projects. In 2017, I decided to start my own business while still working part-time with the accounting firm that I have been with since 2008. I wanted to be able to really help small businesses on a larger scale by being able to give them more personable services. I believe that laughter is the best medicine (Accountants do laugh sometimes) I believe in treating others the way that I want to be treated I believe that life should be an exciting journey and we should always expect the unexpected I believe that we always have room to grow to our higher potential Favorite scripture: Proverbs 31:10-31
Serena Viera // Assistant
Who we are:
We are fun, ethical, experienced accounting professionals that love working with clients. Our goals are to help local small businesses and CPA's with their accounting needs. We can come to your business or work remotely. We can work as often or little as you need us.
We realize that not everyone loves to reconcile their bank statements or put together financial data for their bank, CPA/Tax professional, or even for an audit.
Call us crazy but we enjoy looking at that Profit and Loss report and figuring out why your bank account is out of balance.
Services we offer:
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Bookkeeping services
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Small business payroll services
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Small Business sales tax services
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QuickBooks training, troubleshooting & setup
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Monthly, quarterly, annual general ledger review and clean up
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Assistance with organizing financial data for audits
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Jokes available upon request - (laughter not guaranteed)