Business Services

We’re On Your Side

As a business owner, you work hard every single day. Whether it’s managing employees, overseeing operations, or generating new ideas — you don’t have much time left to deal with the financial side of your business. Even if cash flow is good, are you sure you’re maximizing profits? Are you complying with state and federal payroll requirements?

From generating cash flow statements to handling payroll and maintaining your general ledger, we are here to help your business succeed.

What Can We Do For You?

Small Business Accounting

As a small business owner, you have more important things to do than keep your own books. We take care of your books for you, so you can get back to running your business and generating profits.

Bookkeeping Services

Accurate bookkeeping is essential to your company’s long-term viability. Experienced, affordable, and reliable — we serve a variety of industries and clients.

Payroll

We offer payroll solutions that meet your business’s needs and enable you to spend time doing what you do best — running your company.

Part-Time CFO Services

Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success without the cost of a full-time hire.

Audits, Reviews & Compilations

Your stakeholders, creditors, or investors have different levels of risk tolerance — we provide three levels of assurance to meet your needs.

Forensic Accounting

Financial forensics — also called forensic auditing — investigates actual or anticipated disputes. We bring precision and documentation to every engagement.

Cash Flow Management

A cash crisis can be devastating — and it can even kill your business. Let us develop a cash flow projection so you can plan ahead and avoid that scenario.

Bank Financing Support

Requesting a business loan without preparation sends the wrong message to lenders. We help you arrive organized, prepared, and ready to present your financials confidently.

Business Valuation

An objective valuation can make the difference between gain or loss. We bring significant experience in evaluating all types of organizations.

Business Advisory Services

If your plans and ideas are still locked inside your head, a strategic financial plan can help you clarify your company’s direction and make it real.

Financial Planning for Businesses

When you add a bookkeeper with expertise in financial planning to your team, it allows you to take your business to the next level — with data to back every decision.

Succession Planning

A well-designed succession plan is essential to the survival of a family business from one generation to the next.

New Business Formation

Opening your own business is exciting. It’s what comes after the excitement that determines success. Let us set up your books correctly from day one.

Non-Profit Organizations

Proper revenue and expense classifications protect your organization’s compliance and ensure accurate reporting to stakeholders.

Internal Controls

We assess your internal control systems to determine efficiency and effectiveness of your procedures, then make recommendations to strengthen your operations.

Litigation Support

In today’s complex litigation environment, having an experienced bookkeeper on your side increases your probability of success.