General Info

Providing financial information in a timely and accurate manner is a commitment that we feel cannot be compromised, and our clients benefit by getting personalized, quality service that exceeds their expectations. Below is a list of services that we offer to our clients, along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it here. Tax Return Preparation, Financial Statements Preparation (Audit, Review, Compilation), Audit , Review, Compilation, Payroll & Sales Tax Preparation , Accounting Entry Adjustments, Periodic Strategic Meetings (Includes Financial Statement Analysis), Prepare & Monitor Key Performance Indicators, Accounting System Customization & QuickBooks Consulting, Business Financial Planning & Pension Planning, Loan Financing Preparation, Tax Planning, Budgets & Cash Flow Projections, CFO On Demand, Succession Planning Services, Litigation Support, Business Valuation Services, Estate Administration, Personal Financial Planning.