Individual
Not everyone’s tax situation is similar and we’ve designed our services to meet your needs. From the most simplistic to the most complex.
Business
We specialize in Partnerships, Tax Exempt Organizations, S Corps., and C Corp.’s to ensure your business tax filing is up-to-date.
Tax Planning
Our tax planning strategies will save you money in taxes. We’ll sit with you and work out a strategy that will save you thousands.
General Accounting Services
Designed for firms looking for an accounting firm to cover the basics as they scale their business.
- Quickbooks Online Set-up
- Strategic Alignment Meetings
- Finance Operations Meetings
- Data Entry of transactions
- Account Reconciliations
- Financial Statement Preparation
Compliance
Ideal for tax-exempt organizations or businesses that are audited or required to comply with regulatory standards in their industry.
- Audit Preparation Assistance
- Grant Compliance Monitoring
- Grant Expense Allocation
- Internal Policy and Procedure Review & Implementation
- Compliance Related Process Implementation
Analytics
We do more than just accounting, we analyze your financial data to assist in driving the direction of your firm.
- Budgeting & Forecasting
- Budget to Actual Analysis
- Accounts Payable Analysis
- Accounts Receivable Analysis
- Cash Flow Management