The bulk of our clientele are small business owners. Our accountants are well-versed across a variety of industries, from restaurant and bar owners to salons and spas. Each of our CPAs have specific subject matter expertise. 

We can be as involved in your business as you would like us to be. We have business owners who hire us to handle everything finance-related: bookkeeping, tax planning, tax preparation and consulting (through our quarterly model), while others enlist our services just for tax return preparation.

Over the years, we have realized that a quarterly model for our business clients yields the most significant results. Through this model, we evaluate the financial health of your business and develop a tax plan and strategy that aligns with your goals. We meet with you monthly or quarterly, depending on your business needs, to review the plan, find areas for improvement, and adjust where necessary. We provide you with financial reporting and make recommendations for continued growth and money saving opportunities.. The fee associated with this model is all-encompassing, so there are no hidden charges. 

We want to build a strong partnership with you so you feel comfortable informing us of significant events and anticipated life changes. The more we know, the better we can help you plan responsibly. Our quarterly model allows us to customize our meetings in a way that makes sense for your needs. There is no one-size-fits-all in accounting. We tailor our services to meet your goals.

Services provided:

• Outsourced Chief Financial Officer (CFO)
• Financial statements
• Business tax planning, preparation and compliance – including sales and multi-state tax assistance
• Representation with federal, state and local taxing authorities
• Bookkeeping and general accounting assistance
• Management consulting
• Business entity selection
• Business continuity and succession planning
• Mergers & acquisitions 
• Real-estate transactions