QuickBooks

We are excited to offer QuickBooks Advisory services for our clients. Our Certified QuickBooks Advisor is ready to assist with setup, training, cleanup, and remote assistance for new and existing clients working with the QuickBooks program. We require all of our team members to become certified QuickBooks Pro Advisors.

Bookkeeping & Payroll

We offer full-service bookkeeping and payroll services. Let us handle the time consuming process of keeping your books so you can get back to what really matters. We’ll keep your books and prepare your financial statements accurately and professionally.

Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. Compilations differ from reviews and audits as they are based upon the information and representation of management and used for internal use only as no assurance is expressed.

Fractional CFO Services

We offer part-time Chief Financial Officer services for startups and companies large enough to need a CFO, but not on a full time basis. We are able to offer our clients expertise in finance, strategic planning, business plans and pitch decks to raise venture capital, M & A due diligence, financial modeling, deal room documents, forecasting and budgeting, banking relationships, business intelligence, financial analysis, reports and presentations, decision-support and negotiations.

Our clients rely on our expertise. Every member of our staff is highly trained both here in the office and through professional continuing education to keep up with the ever-changing world of tax and finance. Keeping current is just one of our many ways of better serving our clients. Our clients come to us because of our personal service and attention to detail.