Our Services

Personal and Business Services

Tax Preparation

Choosing the Right Entity Consulting

Expert Witness Services

Obtaining Loans & Financing Consulting

Business Projections & Forecasts

Non-Profit Accounting Services

Acquisitions, Mergers & Sale of Business Consulting

CFO Services

Get the benefits of a CFO without the large expenses of hiring a full-time CFO.

QuickBooks Advisory Services

Although QuickBooks is designed for anyone to understand, the initial setup and installation can be tricky. Make sure you set up yours the correct way. Don’t waste hours of your time, just to find out you didn’t set it up correctly to start with.

Accounting Software Consulting

Anti-Fraud Services

Attestation Services

Compilation Preparation

Review Services

Audit Services

Stockholders, creditors, and private investors often need assurance that the financial statements accurately represent the true financial position of a company.

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

Tax Representation

Tax Projections & Planning


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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Elder Care Consulting

As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly. Read More

Estate Planning

Estate planning can be extremely confusing, costly and time consuming. State taxes, bureaucracy, court, appraisals, health care, life insurance, IRA’s, 401K’s, burial, the list goes on. Planning ahead can save you a substantial amount of money. Often with estate planning more questions surface than there are answers which can bring on undesirable frustration without professional help.
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