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Our Services

We provide a wide range of services to individuals and businesses in a variety of industries. From brand new startups still in the brainstorming phase, to established entities that may require fine-tuning of business processes, we strive to meet each client's specific needs in planning for the future and achieving their goals. Our professional services include:

Business Consultation and Advisory Services

We focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our consultation and advisory services will facilitate your decision making process, meaning more success for your business.

Bookkeeping and Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. We understand that accounting for the multitude of transactions your entity will experience can be confusing, complicated, and time consuming. Our bookkeeping and accounting services help you with the organizational and day-to-day tasks so that you can focus on your core business. We can help you achieve your business's goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, transaction recording, and tax planning.

Review and Compilation Services

Our financial statement services comprise two levels of assurance depending on your company's needs.


Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.


Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Tax Preparation and Planning Services

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow, and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup, and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

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