Our Service Areas
Tax, Bookkeeping and Audit
- Bookkeeping/Write-Up and Accounting Services
- Audits, Reviews and Compilations
- Forensic Accounting
- IRS Representation
- Payroll Services
- Sales Tax Services
- Tax Planning & Preparation
- Tax Services
- Bankruptcies
- Certified QuickBooks ProAdvisor ®
- Notary Public
Planning and Fractional CFO Services
- Financial Forecasts & Projections
- Cash Flow & Budgeting Analysis
- Financial Statements
- Business Entity Selection
- Fraud Prevention & Detection
Business Planning Consulting
- Buy-Sell Planning
- Business Succession Planning
- Business Plans
- KPI Development
- Buying & Selling a Business
- Business Valuation
Financial Services Management
- Estate Planning
- Estate & Trust Tax Preparation
- Employee Benefit Development and Selection
- Retirement Planning
- Key Man Insurance
- Buy Sell Funding
- Infinite Banking
- 401K plans
Business Advisory & Consulting Services
- Management Consulting
- Marketing Consulting
- Operational Controls
- Sales Management
- Financial Controls
- Pricing
- Compensation
- CRM Selection and Deployment
- Content Marketing
- Accounting Software Selection & Implementation
- General Business Consulting
- Management Advisory Services
- Employee Benefits
- Virtual CFO
- Virtual Sales Management
Our Mission
We provide insight beyond the numbers and believe our experience and knowledge is one of our clients' best Assets. Through our collective knowledge, expertise and experience, we provide our clients with guidance, advice and consultancy for their personal lives and small business, in matters of tax, accounting, and executive operational management.
