Our Services


We are most effective in delivering success in the following areas:

  • Personal Tax Filings
  • Corporate & LLC Taxes
  • Quarterly Estimated & Payroll Taxes
  • Workers Comp Recapture
  • Business Plan Dev
  • State Sales Tax
  • Business Tax Strategies
  • Monthly Bookkeeping
  • Exit Planning
  • Audit & Pre Audits
  • Company Formation
  • Payroll

The cost of hiring a full time bookkeeper or accountant can range from $28,000 to $57,000. A full time CFO $120,00! Plus you’ll have to pay for benefits and bonuses. We have a service to meet you needs and provide you with the experienced support at a fraction of that cost. Fixed cost at full service.

Here’s What you get with our Professional Tax & Accounting Service
  • More time to focus on new services, new customers and core business issues. Let us focus on the numbers so you can focus on the business.
  • Better understanding of the financial side of your business, so you have fewer surprises and more control over your money.
  • Improved decision-making capabilities from clearly seeing the hard and true numbers of your business. Our clients typically meet with us on a weekly or monthly basis.
  • A readily available sounding board to help you with those tough business decisions and help you clarify your business plans. No questions are off limits.
  • The comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.
  • A professional who establishes strong financial control in your business to reduce employee theft and increase profits.
  • Training and managing your accounting staff. We can be your back office staff, or we can manage your staff for you.
  • Improved quality and timeliness of financial information. All financial reports and Key Performance Indicator (KPIs) are presented within days of the closing of the month.
  • Budgets preparation and monitoring are performed by us on a monthly basis. Forecasts are updated to reflect actuals.
  • Profitability analysis by service or product line. Which products should we focus our sales efforts on? Where should we increase our margins?
  • Tax planning is extremely important for a growing business. Our team monitors your tax situation to ensure funds are set aside for taxes.

If that is not enough, we can also provide the following:
  • Cash management, the key to financial success. Our goal is to build a cash reserve equal to 10% of your annual revenue if you are a service company, or 10% of your gross profit if you are a manufacturing company. How much stress would that remove from your life.
  • Trend analysis. How is your company performing compared to the industry, to the forecast, to prior periods? Our team will break that down for you.
  • Assistance in defining long-range plans and the quantification of goals.
  • Liaison with bankers, attorneys, vendors, insurance agents, etc.
  • Assistance in obtaining financing from banks, including assistance with negotiations.
  • Review/negotiation of insurance policies.
  • Development of company accounting procedure manuals.
  • Analysis of equipment purchases, expansions,etc.
  • Mergers and acquisitions assistance.
  • Custom designed collection policies and procedure


Recent Posts

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  • Simple Steps to Create a 1 Page Plan

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  • Cash Flow, Cash on Hand, & Capital Management

    Cash Flow or Die Cash flow is the lifeblood of a business. Every successful company needs a steady source of income and cash on hand to pay bills and make payroll. Unfortunately, many business owners struggle with cash flow problems. Often, it’s through no fault of their own, but it’s …Read More »