Business

  1. Financial statements: reviews and compilations
  2. Agreed upon procedures: customized financial statement or system analysis
  3. Financial statement projections
  4. Internal control review and fraud prevention studies
  1. Federal and State tax return preparation
  2. Business entity selection
  3. IRS representation and resolution
  4. Business tax analysis for purchase and sale
  5. State and local tax
  6. Not-for-profit tax and information returns
  1. Mergers, acquisitions, and succession planning
  2. Fraud assessment and prevention studies
  3. Business valuation
  4. Accounting system reviews
  5. Organizational structure analysis
  6. QuickBooks set up and training
  7. Management and CFO consulting
  8. Budgets, forecasts, and projections
  9. Efficiency and profitability assessments
Do I need a bookkeeper?

We work most effectively with clients who maintain accurate, organized records — whether in-house or with professional bookkeeping support. This allows us to focus on strategic advisory, tax planning, and controller-level oversight rather than basic data entry.

Do you file PR (Payroll) filings?

Yes. We manage all payroll filings, including federal and state reporting, quarterly filings, and year-end payroll forms. Our process ensures compliance and accuracy, freeing business owners to focus on operations.

How is billing done?

Billing is transparent and tailored to each client’s needs. Engagements may be structured as fixed fees for defined services or as a retainer for ongoing advisory. Our goal is clarity upfront so there are no surprises, and clients know the value they receive.