What We Offer
Accounting Services Builtfor Small Business
Personal service. Year-round support. One dedicated CPA who knows your business by name — not just by tax ID.
Navigate your biggest business decisions.
Business Consulting
Whether you're buying a business, selling one, or planning what comes next, the financial and tax implications are significant. We provide hands-on consulting to help business owners make informed decisions at every major crossroads — from first acquisition to final exit.
- Mergers & acquisitions due diligence and deal structuring
- Business valuation and purchase price allocation
- Business succession planning and ownership transition
- Buy-sell agreement review and tax impact analysis
- Entity restructuring for pre-sale tax efficiency
- Key-person planning and management transition support
- Post-acquisition integration and financial reporting setup
Accurate returns. Proactive planning.
Tax Preparation
We handle personal and business tax returns with precision — and we don't stop there. Our team reviews your situation year-round to identify deductions, flag risks, and plan ahead so April is never a surprise.
- Individual & business returns (S-Corp, LLC, sole proprietor)
- Proactive mid-year tax planning check-ins
- IRS correspondence and audit support
- Multi-state filing for businesses operating across state lines
Clean books. Clear picture.
Bookkeeping
Monthly bookkeeping that keeps your financials organized, accurate, and ready for decisions. You'll always know where your business stands — without spending your weekends in spreadsheets.
- Monthly reconciliation and categorization
- Profit & loss, balance sheet, and cash flow reports
- QuickBooks Online setup and management
- Year-end close and tax-ready financials
Get the most out of your accounting software.
QuickBooks Training & Support
QuickBooks is powerful — but only if you know how to use it. Whether you're just getting started or you've been struggling with a messy setup for years, we help you get QuickBooks working the way your business actually works.
- Initial QuickBooks Online setup and chart of accounts
- One-on-one training tailored to your business type
- Cleanup of existing books and correction of past errors
- Ongoing support and troubleshooting as your business grows
Intuit ProAdvisor Certifications
A roadmap for where you want to go.
Financial Planning
Good financial planning means knowing where your money is going — and making sure it's working toward your goals. We help small business owners build a clear picture of their financial future, from retirement to succession.
- Personal and business financial goal-setting
- Retirement planning for self-employed and business owners
- Cash flow projections and savings strategies
- Business succession and exit planning
Strategy for growth-stage businesses.
CFO Advisory
When you're ready to scale, you need more than a tax preparer — you need a financial strategist. Our CFO advisory service gives small businesses access to the kind of high-level guidance usually reserved for large corporations.
- Cash flow forecasting and budgeting
- Business performance reviews and KPI tracking
- Growth planning and financing strategy
- Entity structure and tax optimization
Specialized Consulting
Big Decisions Deserve the Right Advisor
Buying, selling, or transitioning a business is one of the most consequential financial events of your life. We bring the tax expertise and strategic perspective to help you get it right.
Mergers & Acquisitions
Due diligence, deal structuring, and purchase price allocation to protect your position on both sides of the table.
Business Succession
Ownership transition planning that preserves business value and minimizes tax exposure — whether family or third-party.
Valuation & Exit Planning
Understand what your business is worth and structure your exit for maximum after-tax proceeds.
Entity & Deal Structure
Pre-sale restructuring, buy-sell agreement review, and entity optimization to reduce your tax burden before closing.
Not sure which service you need?
Call us and we'll figure it out together. Don't go at it alone.