Because our goal is to help you become financially successful in both your personal and business lives, we offer the following services:

Accounting

• Bookkeeping, including payroll services
• Preparation of financial statements
• Credit management
• Cash flow budgeting/projections
• Software evaluation, purchasing, installation and training
• Estate/Trust accounting and reporting
• Not-for-profit financial statements and reporting

Tax Services

• Planning income tax strategies
• Income tax preparation
• IRS audit and tax litigation support

Consulting

• Establishing individual or business financial goals
• Consulting for separation, divorce and disability
• Acquiring or selling a business
• Completing loan packages
• Conducting or assisting in financial negotiations
• Reviewing investment opportunities
• Estate planning
• Reviewing employee benefit programs
• Customized pension plans
• Retirement planning
• Reviewing insurance needs

Software

• BusinessWorks Gold accounting software Elite Reseller for more than 14 years.
• QuickBooks accounting software advisor for more than 5 years.