Small Business
Our small business accounting services include:
  • Accounting and bookkeeping
  • Tax services
  • Outsourced controllership
  • Financial statement preparation
  • Compilations and reviews
  • QuickBooks Certified ProAdvisor on staff
  • Payroll
  • Business start-up
  • Business loan assistance
  • Debt restructuring
  • Financial distress counseling
  • Cash flow management and budgeting
  • Business plan development
  • Succession planning
  • Audit and other attest services

Our tax services include but are not limited to:
  • Tax returns for corporations, partnerships, individuals, estates and trusts, and non-profits
  • Payroll taxes
  • Property tax returns
  • Sales tax
  • IRS problem resolution
  • Tax planning and analysis for individuals and small businesses
  • Tax reduction strategies
  • Estate and gift tax planning

Our staff has met all required professional standards and is prepared to perform audits for:
  • Small businesses
  • Local governments
  • Non-profit organizations

Personal Finance
Did you know: 65% of high school seniors recently failed a test on general knowledge of personal finance basics?
Our personal financial services include:
  • Retirement planning
  • Estate, gift, and trust planning
  • Wealth management
  • Dave Ramsey-certified financial counselor on staff
  • Monthly budgeting assistance
  • Savings plan development
  • Debt reduction strategies
  • Personal financial crisis management