People who are here to help...

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We serve as a partner to small businesses—providing structured guidance on building a successful, sustainable enterprise. We accomplish this via:

Deep analysis and reporting

We focus on the numbers to provide helpful reporting and analysis that drives business growth.

Guidance at all stages of business

We serve as your accounting partner and advisor from business startup to succession planning.

Dedicated experts

Our team of qualified professionals are here to help—for the long haul.

Your own financial expert

  • Business foundation services
    • Entity selection
    • Business owner education
    • Retirement planning
    • Technology advice
  • Business management services
    • Budgeting
    • Strategic planning
    • Financial planning
    • Operations support
    • Cash flow management
    • Internal Control Evaluation
  • Tax planning services
    • Revenue planning
    • Deduction planning
    • Tax savings strategies
  • Succession planning services
    • Business valuation
  • Services for individuals
    • Divorce
    • Personal Financial Planning
    • Estate Planning
    • Tax Problems
    • Innocent Spouse Relief
  • IRS Representation
    • Audits and Notices
    • Late filed returns
    • Liens & Levies
    • Offer in Compromise
  • Other services
    • Litigation Support
    • Forensic Accounting
    • Cannabis accounting and tax
  • QuickBooks services
    • Setup
    • Training
    • Assessment and Tune-up
collaborating with clients