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

As your advisor and accountant, we take our responsibility very seriously. We serve our clients from the start-up phase of their business to the transitioning of their legacy.

We strategically work with business owners and investors to maximize their time and investment. We look at providing elite management, technical, and marketing tools to help you with a financially strong and successful business plan.

Each of our client’s needs for financial guidance is different, below is a list of services we customize to reach your individual goals:

  • Billings and Receivable Management

  • Budgeting and Strategic Planning

  • Business Negotiation and Arbitration

  • Employee Incentive Programs

  • Estate and Family Transitioning Planning

  • Executive Tax Planning

  • Forecasts and Projections

  • Fraud Prevention

  • Internal Controls Development and System Deterrents

  • Management Advisory Services

  • Mergers, Sales and Acquisitions Support

  • Payroll Processing

  • Timekeeping and Productivity Improvement

  • Tax Planning and Preparation

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