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Every business faces unexpected challenges, change in accounting staff, need for financing, grant applications, new tax laws, change in internal controls, etc.   Our staff work with for-profit organizations, nonprofit organizations, varying in revenue streams and expenses, internal system, etc.  We can be a resource for these special projects and our staff have diversified experience in all accounting functions.  We work in conjunction with investment advisors, banks, insurance brokers and attorneys to help plan for these special projects.

Our commitment to businesses includes, but is not limited to, the following services:

  • Type of entity selection
  • Strategic planning for retirement
  • Estate and trust planning
  • Cash flow analysis
  • Succession planning
  • Buying/Selling a business
  • Policy and procedures for accounting departments
  • Internal control analysis
  • Fraud investigations
  • Agreed upon procedure engagements
  • Bookkeeping
  • Quickbooks support (Proadvisory services)
  • Payroll support
  • Grant applications
  • Personal financial statements
  • Litigation support