Explore Our Services

Keeping your financial records accurate and up to date is key to a successful business.  Having up-to-date financials are helpful for managing cash flow, securing funding and understanding the health of your business.   We provide a customized level of support for your bookkeeping needs.  Whether you need full monthly bookkeeping services, ad hoc support for an in house bookkeeper or training on proper processes for your new hire, we are here to help.

Many businesses have in house bookkeepers and accountants but need someone to help with the bigger picture.  We can provide management oversight  for your accounting department and provide monthly reconciliations, financial reporting, forecasts and operational KPI metrics that provide clear information for decision making.

We can help with employee training, implementation of processes and procedures, reporting and a variety of other financial management needs for your company.

Starting a new business? Making changes to your existing business? Buying property or equipment?  We can serve as your partner for all questions related to your business.

We also have a large network of professionals including attorneys, financial advisors, bankers, etc. that provide a robust and comprehensive support system for your business.  

Regardless of your business questions and and needs, we will find the solution that suits you best.

Tax Preparation

We provide tax preparation for you, your business or both.  Many firms charge high minimums for simple individual returns.  We can provide a customized price for your tax preparation needs based on the level of complexity.  No return is too small and everyone deserves a sense of comfort in navigating the complex world of taxes. 

Tax Planning

Much of the anxiety around taxes comes from the unknown and the fear of what one may owe.  We can work with you, your business, or both prior to filing your taxes to provide a projection of your tax liability or refund for the year to help you plan. Looking at your taxes before they are due can illuminate opportunities for tax savings and provide you with additional time to plan cash flow to implement these opportunities.

Government Correspondence

Receiving a letter from the IRS or a state government can be incredibly stressful.  Many times these letters can be resolved quickly if you know who to call and the resolution process for these matters.  We have worked with the IRS on many matters and have worked with many state localities to resolve issues for clients.  If you received a letter from the IRS or a state government, contact.