One of our experienced CPAs working with a client on a regular basis whether it is weekly, monthly, onsite, or virtual. Our CPA works directly with owners and management to provide a higher level of accounting & financial expertise and allow our clients to focus on what they do best - growing their business.

Clients for whom we provide these services are often subject to various reporting requirements from regulatory agencies, lenders, investors, or other third parties. We consult with the clients to understand these needs and provide the right level of assurance services. We are often able to negotiate with the third party requiring the services to potentially lessen the requirements and subsequently the fees.

Tax returns have established due dates which can provide unneeded stress to business owners, and nonprofit directors. We strive to alleviate this stress by thinking of tax compliance and planning as an ongoing process which has no set date. We maintain a focus on always keeping up to date with new tax code at the local, state, and federal levels providing our clients with a sense of certainty as it pertains to an uncertain topic. In addition, we have extensive experience preparing and filing returns for all entity types.

Similar to our accounting and bookkeeping services, our controllership and CFO services profice our clients with a higher level of financial knowledge for their company. A typical engagement may include oversight and review of employee accounting staff, fianncial analysis and planning for management and owners, review of outside vendors, and liaison with lenders and investors. This provides the client with additional knowledge and a second opinion which can supplement existing company capabilities.

Many techniques are utilized to compensate, reward, and retain top talent. We work with our clients to advise them on all options, focusing on the options that provide the most value and accomplish the objectives. Examples of our experience include by/sell agreements, deferred compensation plans, key man insurance, and other retention techniques.

In Most cases, our high-net-worth clients are current or prior business owners or high-level corporate executives. We assis clients with transferring wealth to the next generation while minimizing tax implications, but always focusing on the desires and objectives of the client. Additionally, our firm has done extensive work with employee stock ownership plans (ESOPs).