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We strive to go beyond the client's expectation and use a hands-on approach with their business. Our services go well beyond basic bookkeeping. We are QuickBooks Certified Professionals.
The scope of services offered by our firm has expanded from the traditional areas of audit and tax to encompass a wide variety of consulting disciplines.
Tax Planning and Prep
We can review your investment ideas with you and your investment advisor and make recommendations to maximize your after-tax return. We can offer you practical tax advice to help you keep more of you.
We are a group of CPAs with over 20 years of experience in accounting, taxation, auditing, financial and operational consulting. We have big four public CPA firm experience along with hands-on private industry experience.
Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! Therefore, it pays to be prepared and organized in your approach for financing.
Implement segregation of duties so that duties are divided, or segregated, among different people to reduce risk of error or inappropriate actions. No one person has control over all aspects of any financial transaction.
Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or controller.