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OUR SERVICES

Payroll 

Focus on more important business tasks and let our knowledgeable bookkeepers manage your payroll processing, employee benefits, IRS reporting, legal compliance and other time-consuming HR responsibilities 

Tax Planning

Lowering your tax liability takes more than smart filing strategy. Our financial experts take a proactive approach to building and preserving your assets, recommending a specific tax plan that saves you money in a completely lawful manner

Audits 

Dealing with an IRS or insurance audit? Trying to boost revenue, but hit a roadblock? Our team performs multiple levels of internal review, providing comprehensive reports to ensure the validity of your financial statements 

Tax Planning

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Part-Time CFO

Get on-demand consultative support without the need for a permanent hire. Our highly qualified advisors offer you absolute clarity and practical guidance as they devise your financial plan even beyond our involvement 

Forensic Accounting

If you’re currently experiencing or anticipate any kind of financial dispute, rely on our scrupulous professionals to examine the evidence, prepare relevant documentation and support you through the litigation process 

Cash Flow Management

Want accurate projections? Need a quick line of quality credit? Our experts specialize in capital strategy, giving you better control over your money flow and procuring generous business loans to cover revolving expenses 

Bank Financing 

Growing your enterprise requires careful planning and paperwork. Trust our financial experts to mitigate any perceived risk, prepare proposals and compile all required documentation for bank approval 

Cash Flow Management

Want accurate projections? Need a quick line of quality credit? Our experts specialize in capital strategy, giving you better control over your money flow and procuring generous business loans to cover revolving expenses 

New Business Formation

If you have the concept, we bring the clarity. Pursue your entrepreneurial dreams while our associates form strategic plans, explore funding options, maximize future cash flow and perform other key financial measurements

Tax Preparation

Save time, money and headache by letting our trusted CPAs prepare and file your return paperwork while minimizing audit risk, maximizing credit and deduction opportunities, and ensuring 100% accuracy and compliance

Tax Problems

Whether you’re dealing with an audit, lien, levy or another serious tax issue, you need a quality resolution fast. Our tax pros serve as your consummate advocates, helping you correct problems with the IRS while protecting your business integrity

QuickBooks Setup

Get started on the right foot by having an experienced QuickBooks professional handle complete installation and system setup, load all your payroll data, product inventory, accounts receivable/payable and other pertinent information

QuickBooks Training

Need a crash course in navigating your accounting software? Invite one of our friendly specialists to educate your staff. Our QuickBooks training is always tailored to your business model’s exact accounting needs

Nonprofits

The IRS imposes a complex set of standards for nonprofit organizations. Achieve and maintain tax exemption status with the help of our skilled accountants as they set up your books, handle paperwork and provide thorough tax support

QuickBooks Support

Even if you’re comfortable with the system, QuickBooks can be a complex program to manage. If ever a question arises, our helpful team members are there as your books’ backbone with affordable everyday support

QuickBooks Tune-Up

If your books are in need of basic organization, accuracy review, general balancing or other fine tuning, we provide a one-time service to get your bookkeeping back on track just in time for taxes or an upcoming review

QuickBooks Tips

Wondering how you can streamline your bookkeeping procedures and make the most of QuickBooks software? Drawing on years of firsthand experience, our associates have a wealth of beneficial pointers to offer

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