Financial Reporting

  • Audits, reviews and compilations
  • Management advisory reports
  • Employee benefit plan audits
  • Agreed upon procedures & internal controls

Tax Matters

  • Income tax, estate & trust planning
  • Business and personal return preparation
  • Sales tax and multi-state needs
  • Family gifting and philanthropic strategies
  • Tax authority communications and representation

Accounting Support

  • CFO | Controller services
  • Accounting & payroll
  • Bookkeeping and monthly close support
  • Audit preparation

Leadership Support

  • Business growth strategies
  • Advisory board development
  • Outsourced financial services
  • Exit & succession & transition strategies
  • Business valuation

Business Advisory

  • Goal setting, business plans & benchmarking
  • Budget preparation & forecasting systems
  • Benefit plan 5500 form preparation
  • Administration / management of 401k plans
  • Special projects

Gain a Fresh Perspective

If your business is not performing to the level you think it should be or want it to be at, call us to discuss a better way of spending your limited time and financial resources. We can help you move to the next level.