Services

Small Business Accounting

Accounting System Analysis/Certified QuickBooks Advisor  get info

Budgeting  get info

Business Start-up Services  get info

Small Business Accounting  get info

Succession Planning  get info

Individual Tax Services

Tax Preparation  get info

Tax Projections  get info

Non-Profit Accounting and Tax Compliance

The accounting and tax requirements of non-profit organizations are different than those of for-profit entities. They require specialized knowledge. Let us assist you with everything from setting up your chart of accounts to preparation of your annual IRS Form 990 filing.more info

Estate and Trust Accounting

Planning for the future is an important and ongoing process. We can help you through the maze of interrelated planning decisions to minimize tax transfers and to maximize wealth accumulation and equitable asset distribution to your heirs. If you are an attorney providing legal advice, we can help you with the financial implications of your clients’ estates and trusts.more info

CFO Services

How can a part-time CFO help your organization?
Bottom line—you improve profitability. Companies operating without the guidance of an experienced CFO lose the opportunity to maximize their potential. more info

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