» Services

Our Services

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From cashflow analysis to complex financial reviews, our experienced accountants can render the services you need so your resources can be utilized elsewhere in your company.

Business Advisory Services
  • We provide medium size and start up companies the tools and resources that the blue chip companies have creating greater leverage for limited resources to focus on capital re-investment and growth.
Business Technology Integration
  • We enhance company efficiency and real time information by teaching our clients what applications, software and other technology can be integrated with their cloud based accounting systems.
Family Financial & Tax Planning
  • We provide guidance for families with closely held business, foundations, trusts and estates. By putting together a team of professionals we make sure that all needs have been addressed.
Tax Audit Representation
  • We provide assistance compiling documents and proper presentation in an audit. We insure the taxpayers rights are protected and the taxpayer can explore and negotiate all options for the best result.
International Tax Compliance
  • We focus on the complexities of international compliance and foreign asset reporting. We maintain full service accounting management and financial records for international companies.

Our Pricing

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We price by the project, not the hour. Transparency is key. Contact us for an estimate.

Business Advisory

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We believe we can help you improve & grow your business. Let us show you how. Priced by the project, not by the hour. No surprises.

Accounting Service
  • Accounting Transactions Entry
  • Monthly Reconciliations
  • Month-End Close
  • Financial Statements
  • Unlimited Phone/Email Support
  • Scheduled Quarterly Meetings
  • Prioritized Tax Preparation
Optional Service Add-Ons
  • Property/Sales Tax Returns
  • Tax Planning/Projections
Controller Service
  • 12-Month Forecasting
  • Customized Reports
  • Planning Session with Action Plan
  • Key Performance Indicator Tracking
  • Cash Flow Reporting
  • Scheduled Monthly Meetings
  • Unlimited Phone/Email Support
  • Tax Planning/Projections
CFO Service
  • 12-Month Forecasting
  • Customized Reports
  • Planning Session with Action Plan
  • Key Performance Indicator Tracking
  • Cash Flow Reporting
  • Scheduled Monthly (or as needed)
  • Meetings
  • Unlimited Phone/Email Support
  • Tax Planning/Projections
  • Project Performance by Department
  • Resource Planning
  • Strategic Planning
  • Succession or Sale Planning