Services provided by BMA include but are not limited to the following:

  • Accounting/bookkeeping
  • Audits, reviews and compilations
  • Business set-up
  • Estate planning
  • Payroll services
  • Quickbooks implementation
  • Tax planning and preparation


  • Summary of financial transactions on a monthly, quarterly or annual basis to arrive at a profit or loss for the period
  • Bank Reconciliations
  • Quarterly Sales Tax Reports
  • Other services as needed

Audits, Reviews and Compilation

BMA provides assurance services in the form of audits, reviews and compilations. Audits and reviews usually are performed to satisfy the requirements of financial institutions, government entities and agencies, etc. Compilations most often are performed for an entity's internal use.

Business Setup

  • Entity selection
  • Obtain required ID numbers
  • Advise regarding start-up expenses, licenses needed, etc.

Estate Planning

Provide assistance in the protection and transfer of assets to include working with attorneys, financial advisors and insurance agents.

Payroll Services

  • Processing of payroll to include check preparation, direct deposit and payroll tax payments/deposits.
  • Set-up and training for client to process payroll
  • Preparation of quarterly and annual payroll reports and W-2's.

Quickbooks Implementation

  • Quickbooks set-up
  • Quickbooks training

Tax Planning and Preparation

  • BMA prepares individual, partnership, corporation, estate, trust and not-for profit tax returns.
  • Calculation of estimated tax payments
  • Tax planning
  • IRS representation