Break Free of
Your Financial
Management Stresses

Leave your finances in expert, dedicated hands and focus on growing your business.

Our Services


We help your business stay financially healthy through financial audits and monthly reports. We also conduct a detailed quarterly review of your books to make sure your business is proceeding in the smartest direction.

Tax Preparation and Planning

When filing both your business and personal taxes, we work meticulously to minimize audit risk. We also ensure you get every relevant credit and deduction. During quarterly tax planning, we maximize your savings while building your wealth through smart, lawful investment strategies.

Tax Compliance

We ensure you maintain compliance through changes in rules and regulations. When tax complications do arise, we handle your IRS and State correspondences, protecting you and ensuring a smooth resolution.

Quickbooks Support

We efficiently help you through the daunting task of setting up Quickbooks. We can also train your team in how to use it smartly for your specific business’s needs, as well as help with technical issues or questions.

Business Consulting

Beyond financial consulting, you can take advantage of our all-around business expertise with business coaching that guides you in multiple aspects of business strategy and operations.

New business formation

If you’re starting a new business, we’ll do the legal legwork involved in forming new entities like corporations and LLCs. We’ll also provide strategic advice for making your venture successful.

Industries We Service

With our wide-ranging expertise, we're your dedicated partners; ready to power your financial journey to success.

Real Estate
Professional Services

Client Spotlight

“We left our old accountant because we were tired of the last-minute work and lack of proactiveness. Jacob Lichter came recommended as organized, professional, and proactive. When we started working with him, we saw he was so much more.

It’s clear he has our best interests in mind, and in a busy industry he’s uniquely accessible. We can ask him any business-related question and get a valuable answer. We took him on as our business coach and got tremendous help with issues from financial management to hiring and placing the right employees. He’s also the best at maximizing legal tax savings.

Read More
Yidel Bransdorfer, Owner, CeaseFire Protection

Take your first step toward headache-free financial health.

Schedule your free consultation today.