Business Services

Accounting, QuickBooks, payroll, CFO services, and strategic support for small businesses.

Small Business Accounting

Monthly bookkeeping, reconciliations, financial statements, and consultations.

Setup, training, support, and savings on QuickBooks for small to mid-sized businesses.

Comprehensive, after-the-fact, and online payroll processing options.

Professional financial leadership at a fraction of full-time CFO cost.

Three levels of financial statement assurance for lenders and stakeholders.

Projections, collections, and policies to keep cash flow positive.

Loan proposals prepared from the lender's perspective.

Defensible valuations for financing, estate, M&A, and disputes.

Long-range plans aligned with your financial goals and operations.

Plans to transition family businesses to the next generation.

Entity selection, setup, licenses, and systems for new ventures.

501(c)(3) applications, Form 990, and non-profit accounting systems.

Assess and strengthen controls to protect assets and reduce risk.