Doing More For Small Business


  • Financial statement preparation: reviews and compilations.
  • Income tax preparation and compliance.
  • Income tax planning and consulting.
  • Monthly, quarterly, and annual financial reporting statements.
  • Implementation of new accounting software packages.
  • Bill paying services.
  • Business management.
  • Payroll and sales taxes.
  • Accounting assistance.
  • Bookkeeping.
  • General ledger review.
  • Financial assessment reports.
  • Business start-up consulting.
  • Budgeting and forecasting.
  • General business consulting.
  • Employee benefits consulting.


  • Sales and payroll tax return preparation.
  • Income tax return planning and preparation.
  • International tax planning.
  • Form of ownership and employee benefits tax planning.
  • Assistance in the selection of accounting methods, legal organization and financial reporting.


  • Audits.
  • Agreed-upon procedures/Due diligence.
  • Compilations.
  • Forecasts and projections.
  • Consultation to company management regarding the application of GAAP.
  • Reviews.
  • Accounting assistance.
  • Pre-audit services, preparation of financial statements in accordance with Generally Accepted Accounting principles (GAAP).


  • Buy/sell agreements.
  • Transfer/sales of business.
  • Estate & gift tax matters.
  • Succession planning.

Additional Services

  • CFO Services
  • Audits – Reviews – Compilations
  • Forensic Accounting
  • Cash Flow Management
  • Bank and Non-Bank Financing
  • Business Credit 
  • Business Valuation
  • Strategic Business Planning
  • New Business Formation
  • Non-Profit Organizations
  • Internal Controls
  • Litigation Support

We Do Whatever It Takes

What makes us different is that we can’t make a list that includes all our services and products. We are not a cookie cutter menu style company. We are all in! This means we charge you a flat monthly fee and take care of everything that a true partner would.

You get the services you deserve, the support and focus on growth that your business needs. Our services prioritize your business, and each and every one of our support staff will work your business as if it was theirs. So there is no nee to review the services list, put your legs up and relax, and be confident that you are in good hands.

Contact Us 

Free Consultation and Review

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