Our goal is to provide excellent personal,
individualized care and service.

Fractional Controller
When you own a small business, your time is best spent focusing on growth instead of the day-to-day accounting, budgeting and bill paying.

We can handle all these things for you. In addition, we will provide you with cash flow and financial statement analysis, as well as operational advice based on many years of combined management experience. Getting the data you need – and knowing what it means – is key to creating long-term business growth and success.

Bookkeeping
Are you getting the most out of your data? Whether you need your books cleaned up, want to know how to be more efficient or need to move your business accounting from Excel to QuickBooks, we can help you understand your numbers and make important decisions.

When preparing your books, we look for trends and discrepancies in the data. We can then advise you of changes you may need to make to enhance your bottom line. Our firm can provide these services at a fraction of the cost of a full-time employee, as well as create a practically paperless, online environment so that you can manage your business anytime, anywhere.

Financial Statements
Financial statements are the best tool to review your business’ financial performance. Eventually, vendors and creditors will ask for them to determine if they’re able to do business with you. We work with you to ensure that your financial statements are complete and accurate. When combined with our bookkeeping services, you will have up-to-date information available to you anytime you need it.

Business Formation
As your business grows, you may not be aware of the benefits and consequences of the various forms of incorporation. Once incorporated, if you do not file the proper reports with the state, fines and penalties may be assessed.

We can help you choose the right legal form for your company and act as registered agent, if needed. In addition, we’ll advise you when state returns need to be submitted and can prepare them, if requested.

Tax Planning and Preparation
Any CPA or accountant can prepare your individual and corporate tax returns. However, it’s sometimes hard to find one who not only anticipates your needs, but also has the time to respond to your questions.

Our firm realizes the true value to our clients is our availability. Our fees are based solely on the complexity of your returns, and there are no additional charges for discussing your tax situation with us throughout the year. Everyone has unique circumstances. We encourage open dialogue throughout the year to make sure you’re aware of any available deductions and credits.

Healthcare/Benefits Elections
Whether you’re a small business needing assistance in choosing benefits or an individual trying to navigate the healthcare or Medicare maze, we can guide you through this process. We recognize that there are many important decisions to be made and know the process can be overwhelming. With more than 30 years of healthcare knowledge, we can analyze your options and provide you with explanations in clear and easy-to-understand language to help you make informed decisions.

Fractional Administrator/Corporate Advisor
Many small businesses need assistance providing structure to their workplace. Each business is unique and requires a different set of administrative skills.

We provide oversight for start-ups, including hiring and training of staff, as well as creating processes and procedures. For established organizations, we can develop or update policies and procedures, as well as examine workflows and established organizational development tools to help your business continue to grow in the most efficient manner.