Accounting & Bookkeeping

As a small business owner, you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.

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Business Taxes

Creating an effective tax strategy for your business is crucial to helping reduce stress around tax time. We aim to lower your tax liability while maintaining compliance with all federal and state laws.

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Payroll

We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best—running your company.

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Audits - Reviews - Compilations

Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide three levels of assurance to meet your needs.

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Business Valuation

Objective valuation can make the difference between loss or gain, success or failure. You need professionals who are well qualified, with significant experience in evaluating all types of organizations.

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Strategic Business Planning

If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.

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Succession Planning

Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

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New Business Formation

Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.

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Non-Profit Organizations

The IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status.

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Part-Time CFO Service

Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.

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Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax-saving strategies to maximize your after-tax income.

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