Areas of Practice

Accounting Services

You may be excellent at running your business. No one knows your craft like you. You would rather focus on your business and not your books. Allow us to take a look at your needs and make the right recommendations. Whether you need fractional Accounting work or continuous Bookkeeping Services, we can deliver the needs for your business.

Tax Preparation

Individual, Partnerships, Corporations, S-Corporation Return Preparation Services provided. Let us help you with compliance of Federal and State Returns. Convenient File Exchanges and E-Filing Services provided - no Office Visits necessary (unless you want to schedule an in-person appointment!)

Business Advisory

Are all your departments running harmoniously? Would you like to engage someone to gut-check your instincts? Do you wish you had an expert in Accounting and Finance with real-world operational experience? We love assisting business owners in assessing, planning, and transforming their back-office support. During rapid growth, major changes in organization structure, economic turbulence, rapid changes in technology, or major industry disruptions, companies can easily become overwhelmed. Your back-office should be congruent with Sales and Operations. Only in that environment, can your entire business truly succeed.

You are ready to sell your business and have picked an Investment Bank to represent your company. In today’s competitive landscape, potential buyers want some level of comfort before spending the time in valuating your business to arrive at the IOI and LOI stages. It is becoming more common to engage an Independent Accountant on the Sell-Side. Depending on the scenario, you may not need a full-blown QoE (quality of earnings). We can tailor our engagement to be expeditious and competitively priced while delivering the level of comfort needed for the Investment Bank to publish the CIM (confidential information memorandum).

Agreed-Upon Procedures