The services listed below are typical for our firm; however, special assignments utilizing our skills and talents are always welcome.

We Know QuickBooks

Installation and Clean-up  -  Unsure how to maximize the benefits of QuickBooks? Concerned that you may not be using it correctly?  We can get the maximum out of your investment in the accounting function

Client Accounting  -  Have your accounting done by us, online.  You have complete, instant, access to everything.  No paper management, no reconciling and always correct and up to date.

Online Help  -  Want to just ask a quick question about QuickBooks every so often?  Become one of our "online" clients with software that allows us to operate your QuickBooks while you watch and participate via phone. 
  

Tax Services

Business Tax Strategies and Structures  -  We can maximize the return on the effort you put into your business by minimizing the cash drain of taxes.

Income Tax Return Preparation  -  Optimize your business life by having us coordinate your profit making efforts with our tax minimizing return preparation

Other Taxes  -  Need help with sales taxes, property taxes, business licenses?  We can help.

Retirement Planning  -  Let us help you get an overall perspective on the financial requirements of retirement before you plan your savings and investing goals (we do not provide specific investment advice and do not sell financial products). 
  

Business Consulting Services

Cash Flow and Profit Planning  -  Want to control your business instead of having it control your life?  Have us assist you in putting together a workable Profit Plan including Cash Projections.

Part-time Chief Financial Officer or Controller  -  Want financial insight into your business?  Why not "hire" it part-time?  Our principal has experience as a CFO in companies up to $50 million.

Mergers and Acquisitions  -  Get help when planning and executing the expansion of your business through acquisition. 

Other Services

Forensic Accounting  -  Full litigation support services from financial analysis and consultation through deposition and courtroom testimony.

Reviews / Compilations of Financial Statements  -  Satisfy the requirements for bonding underwriters and bankers.

Bankruptcy Analysis / Tax Preparation  -  Have a bankruptcy-related problem?  With ten years' experience and Certified Insolvency and Reorganization Advisor credentials, we can help.