Our Services

Our Services

We utilize a team approach to provide a broad range of services to support you. Our entire staff is integrated into each client relationship delivering a complete array of accounting resources.

Taxation: We provide guidance on all your tax planning as well as prepare all of your returns and filings, both personal and corporate.

Management of Operations / Reporting: We take the time to understand how your business runs, to identify where internal processes can be improved, and to provide tools to measure your success.

Retirement and Estate Planning: Protecting your money for retirement and ensuring that taxes are minimized requires proper planning. We will assist you in implementing a plan that meets your specific objectives.

Entity Choice: We assist you in picking the right type of entity for your business and make sure all filings are properly prepared and filed.

Valuation: Whether you are buying or selling a business; estate or succession planning, our certified valuation expert will do an in-depth analysis of all the data to provide you with an accurate evaluation.

Operating Systems and Software Support: We support numerous accounting platforms both general and industry specific. In addition, we have QuickBooks Pro Advisors on staff providing implementation services and ongoing support.

Management of Outside Resources: We assist our clients with selecting and managing the outside resources that impact their finances and operations in the areas of banking, insurance, investing, computer hardware / software, payroll processing and legal representation. Whether it’s one of our recommended resources or one of your own, we will work with you to maximize that relationship.

Cash Management Procedures: Our staff will assist you installing and maintaining accounts payable and accounts receivable systems and procedures that ensure proper cash management.

Litigation support: The principals in our firm are frequently called upon to testify as expert witnesses in litigation and are qualified to testify on a broad range of financial topics.