Accounting, Bookkeeping and Tax Services

Data Guidance Group, Inc. Logo

Proven expertise.
Squeaky-clean books.
Business knowledge.

Partner with a CPA who understands your books, your business, and how to help you meet your goals.

We Get the Accounting Right

Every month, we’ll take care of the details:

  • Reconcile bank accounts and credit cards

  • Check for consistent records and proper classification of expenses

  • Clean up your books (general ledger)

  • Prepare a balance sheet and income statement (and go over them with you if you like)

But we will also provide business expertise:

  • Review outstanding receivables and payables and let you know if we see potential issues. Review bank transactions for unusual activity.

  • Consult with you on business issues like taxes, insurance, pricing, and anything that concerns you.

  • Make suggestions if we see ways to save money or sell more.

Other services include:

  • Payroll and Payroll reporting including ACA 1094/1095

  • Tax return preparation

We Help You See What You Might Miss

We’re on the lookout for data to help you grow your business, and we have business experience to help:

  • Industry comparisons to help you understand how similar businesses are doing it.

  • Experience with eCommerce including selling on Amazon and eBay.

  • Job and Project Costing

  • Location and Business Center Accounting

  • Business and Capital Budgeting

  • Insurance needs

  • Accounting Suggestions to get better information for decision making

  • Perspectives on importing product and guidance on product import sourcing

  • Forty Years of consulting with small and mid-sized business.

Business Focus.
Accounting savvy.
Expert Eye.

CGMA stands for Chartered Global Management Accountant. The name is confusing, but the concept is simple: financial accounting and accounting for taxes aren’t always enough. You may wonder if a product or location is more profitable than others. Or you might need to budget expenses. Another location might be in your future and you’re wondering if it is time to make that decision. 

As CGMAs, our training is more than technical. We have the expertise to help you get the data you need to make the right decisions for your business.

IT Expertise.
Business Automation.
Digital Transformation.

Last, but not least, small and mid-sizes businesses are going digital. We communicating with Zoom, Microsoft Teams, and Slack. We automate approvals, emails, text messages, and other business processes. As a CITP, we’ve got the tools to help with your technology; thirty years of experience automating businesses helps DGG help you with digital transformation in your business.

CPA Certified Information Technology Professional

IT Tools and Help If You Need it

An Accounting firm with expertise in IT and business automation has a unique set of tools to assist you efficiently and help you grow:

  • Expertise with a variety of business automation tools (Accounting and Operations software, including ERP).

  • Accounting training and software setup experience.

  • Growth planning and help to get from where you are (spreadsheets or QuickBooks for example) to your next level.

  • Solid advice on the best technology for your business.

  • Barcode, inventory, and warehouse management expertise.

  • Custom software development and support.

  •  Screen sharing technolgy that allows us to see what you see in real time.

For More Information

For more information, use the form below to give us details on how we can  help.