About

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

• Audit, Accounting and Financial Statement Preparation  
• Board Training and Fulfillment
• Business Consultation, Planning and Budgeting  
• Disaster Recovery Planning
• Bookkeeping  
• Financial Triage for Troubled Organizations
• Operations Management and Enhancement  
• Governance and Best Practices
• Tax Planning & Preparation  
• Analysis of Internal Controls and Improvement
• Management Information Systems  
• Estate & Trust Tax Preparation
• Employee Benefit Audits  
• Buying & Selling a Business
• Nonprofit Tax Exemption Service