Accounting Services
Accounting and Bookkeeping Services:
Making your business run smoothly is our main priority. We understand that most small businesses cannot afford to have a full-time accountant on staff, yet still require accounting and booking services such as Bank Reconciliations, Payroll Entries, Balance Sheet Statements, Profit and Loss Statements, and Budgets. Count on us to help. Your success is our priority.
Financial Statement Preparation:
Most businesses, at some point, will be required to have financial statements prepared by a Certified Public Accountant. We can prepare compiled or projected financial statements that your business may need. In addition, we can prepare compiled financial statements for management’s internal use, which is an excellent tool in tracking your growing business.
Personal Financial Planning:
We always start by asking the question “Where do you want to be financially”? We work closely with our clients in the areas of investment and tax planning strategies in order to maximize growth but limit or defer tax consequences. Once we get a clear view of your goals, we begin to review your retirement, business, education, and other needs to be certain these goals are attainable.
Contact Us
Beatriz Aguero Morejon, CPA, PA provides a broad range of services to help clients secure a sound financial future. In addition to the core services listed, we provide comprehensive customized services to address our client’s industries. Contact us for a free evaluation of your tax, accounting



