Controllership and Outside CFO

Useful accounting information is critical to you and your business. We see your financial statements as more than numbers – they are tools to analyze what has happened in the past and develop strategic plans for the future.  Our accounting and controllership services offer solutions to assist your business with any accounting and financial management function. We are available to become an integral part of your team focusing on the growth and success of your business.

Services include:

  • Outsourced Accounting Services
  • Monthly and Quarterly Financial Statement Close Assistance
  • Budgeting, Projections, and Forecasting
  • Profitability Analysis
  • Cash Flow Analysis
  • Debt Review Analysis



We provide knowledgeable and innovative solutions through our consulting and advisory services. Having a CPA as an adviser and team member is crucial to the growth and success of your business and individual wealth preservation.  Whether your need is business or individual consulting, we are ready to help you achieve your goals. Our goal is to provide valuable insights that assist you in all areas of your business or individual consulting needs.

Services Include:

  • Business Coaching

  • Business Start-Up/Acquisition Services

  • Estate Planning

  • Retirement Planning

  • Business Succession Planning
  • Strategic Planning


We provide comprehensive taxation services to individuals and businesses of all sizes. Our proactive approach utilizes tax strategies and planning to keep your tax liability as low as possible while adhering to current tax statutes. Our expertise and experience can help you and your business navigate the ever-changing tax laws. Tax planning is critical and we encourage communication not just at year end, but throughout the year to help minimize the impact of taxes on you, your business, and your cash flow.

Services include:

  • Tax Planning for Businesses and Individuals
  • Individual Tax Compliance
  • Stock Option Planning
  • Business Tax Compliance
  • Multi-State Taxation
  • Tax Credit and Deduction Assistance
  • Trust, Estate and Gift taxation
  • IRS Audits and Negotiations

Financial Reporting

Our financial reporting services go beyond normal financial statement preparation. Through our review and compilation services, we not only provide accurate and timely financial statement preparation, but offer valuable information and insights into the functioning of your business. This complete understanding of your business allows us to provide the best possible service to ensure your company’s continued financial success.

​Services include:

  • Compilations

  • Reviews

  • Financial Statement Write-up

  • General Ledger Assistance
  • Internal Control Evaluation