Companies best suited for our practice are those with annual gross sales of up to $25M in need of comprehensive financial reporting as part of a business plan, loan agreement, or bonding requirement and comprehensive tax planning as part of overall financial management.

Industries we currently serve include the following accounting solutions:

Labor Intensive Maintenance Companies

  • QuickBooks Enterprise Solutions
  • Integrated payroll service downloads to software
  • Relevant, timely financial reporting
  • Individual Tax Planning for the owners
  • Valuation and sale of shares to minority shareholders 
  • Successware

General Contractors

  • Intuit Master Builder
  • Job Costing
  • Reviewed Annual Financial Statements
  • Compiled Interim Financial Statements
  • Liaison with bonding company agent


  • QuickBooks Pro
  • Monthly Download from Bank to QuickBooks
  • Cash Flow Issues
  • Pension Administration
  • Real Estate Investments

Specialty Contractors

  • Reviewed Statements
  • Liaison with bonding company, software provider and office 
  • Annual Shareholders Meeting
  • Valuation pursuant to buy-sell agreement for retiring partner
  • Payroll Taxes


  • Quarterly Payroll Taxes
  • Bookkeeping Services
  • Tax Planning and Projections
  • Transition to an S Corporation
  • Buy Sell Agreement 

Insurance Agencies

  • Calculation of Revenues
  • Trust Accounts
  • Investments
  • Bonuses based on production
  • Buyout of deceased partner/shareholder

Retail Opticians, Deli/Convenience Foods, and Liquor Stores

  • Sales Tax Audit
  • Sales Tax Preparation
  • Inventory Valuation
  • Timely Financial Reporting & Tax Planning

Monument Sales & Engraving

  • Buy-Sell Agreements
  • Corporate Tax Audit
  • Bookkeeping 
  • Integrating payroll service reports to QuickBooks Pro
  • Full implementation of QuickBooks

General Contractors: Subdivision

  • Entity Selection
  • Property Costs & Expense of Sales
  • Separate Entity for Contracting Company
  • Bank Reconciliations
  • Classification of Expenses and Income

For many clients, we also handle all correspondence from taxing authorities. While our clients are busy running their businesses, they can depend on Keith Boyer & his team of Certified Public Accountants (CPAs) for financial and tax advice.