Whether you’re thinking about starting a business or you’ve managed your own company for years, we offer a variety of services to fit your needs. We specialize in developing relationships with clients that allow them to achieve financial and personal success.

MY CFO SERVICES

For the business that needs more than a part time bookkeeper, we can provide regular monthly oversight of your accounting records from design and implementation of a custom accounting system, training of your accounting personnel, real time monitoring of the accounting process, reconciliation of your cash accounts, budgeting and creating financial strategies. Our staff can become that missing link that many small businesses cannot afford nor need on a full time basis.

 

Business Tax Services

Everyone knows the tax man cometh. Our business tax experts can help you plan and project for the inevitable. We can implement strategies to reduce your tax burden, conserve cash and build for the future. Our experts can prepare all your income tax returns and stand with you if IRS comes to call.

Don’t let the tax tail wag the dog.

Audit and Attest Services

Our audit team has more than 75 years of combined experience providing audit and attest services to a variety of clientele. Non-profit and for-profit organizations can count on direct, efficient and cost effective engagement management.

We can also assist with the design and implementation of proper internal controls and procedures to meet the increasing demands of government and private accounting and audit standards.

Accounting and Bookkeeping

Delivering product, managing employees, paying bills, collecting receivables, building new business AND trying to have a life. Managing a small business is hard.

We provide the back office so you can get your life back. Let us handle the ugly stuff, bookkeeping, payroll, invoicing and collecting so you can do what you do best.

Tedious. Monotonous. Boring. Yes, accounting and bookkeeping can be all of those things. But not done correctly, Disaster fits as well. We provide real time bookkeeping and accounting service to include data entry, cash reconciliation, credit card management and much more.

Payroll, yes payroll. Our payroll professionals manage the entire process. From time keeping to annual reporting and everything in between, we provide quality and accurate processing managed by a real person and a real business relationship.

Cloud Accounting

Hate to be tied to the office doing bookkeeping? Not a fan of “On-line” accounting? Is there an alternative?

YES! Let us host your QuickBooks desktop version in the cloud. And it isn’t a watered down on-line version. It’s the whole enchilada available 24/7 from anywhere in the world.

Our cloud sever lets you access your QuickBooks data from your desktop, laptop or tablet anytime you want through a dedicated, secure connection. Our IT team is constantly monitoring your data to ensure it’s safety and security. Forgot to backup the data? We didn’t.

Call us to discuss the future of accounting, now.

Business Insight

How do you manage what happens next? Many small business owners are trapped in the “NOW”. We get it. We are small business owners too. How do we move beyond? We have developed management tools that take you to the next level providing business budgeting, capital expenditure planning, human resource management and succession planning.

Call us today and let’s get started moving beyond NOW!