Our Services

Accounting services

We have a team that specialize in:

    • Accounting & preparation of financial statements
    • Bookkeeping & reconciliation of accounts
    • General business management and advice
    • QuickBooks training & support
    • Preparation of quarterly payroll/tax reports
    • Preparation of sales tax reports

Tax preparation & planning

Tax codes change every year.  We have a team of experts ready to answer your tax questions and help you complete and file your taxes.


    • Tax education and planning
    • Individual tax preparation
    • Business tax return preparation
    • Resolving tax compliance issues

Assistance with establishing new businesses

Thinking about making the big move & starting your own business?  

    • New business setup
    • State & federal registration
    • Design & implementation of business accounting procedures
    • Training in best practices for financial health

Assistance with expanding businesses

Already have a business and are ready to scale?

    • Review of business and accounting procedures
    • Evaluation of internal control procedures
    • Assistance with recruiting, interviewing, and retaining financial employees
    • General business management and advice
    • Preparation of loan proposal packages
    • Controllership and CFO functions for businesses

Assistance with healthcare practice management

    • Special reporting in healthcare business field
    • Assistance with best financial practices & procedures
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