• General Accounting
    This includes general ledger maintenance as well as the monthly close process.
  • Budgeting and Forecasting
    This service can be customized to specific departments or projects.
  • Sales and Use Tax
    Monthly and/or Quarterly

Tax Planning


  • Tax Preparation
    According to a study released by the US Government's General Accounting Office, last year most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer
  • Tax Planning
    Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
  • Tax Resolution
    We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and of course, extremely discrete.

Controller Services


Growing businesses often reach a point where they need professional financial advice, but can’t afford a full-time CFO or controller. 

Our outsourced CFO services provide you with experienced support at a fraction of the cost of a full-time controller.

CFO Services Include:

  • Training and managing accounting staff
  • Improved quality of financial information
  • Budget preparation and monitoring
  • Profitability analyses
  • Tax saving strategies
  • Cash flow management
  • Financial risk management and analysis
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