We provide
software consultation accounting tax preparation organization guidance

Custom solutions for your business ~ your industry

Year-round support to help you make the right choices for software, business growth, tax planning and compliance.

Primary Focus

Ongoing financial health

Our goal is to reignite the passion you had when you started your business.

Holistic accounting

From the software platform you work with to the filing of tax reports for payroll, state, or federal taxes - each piece must be a fit for you

  • Assessment of software platform and costs
  • Accurate and timely accounting management
  • Timely and accurate tax filings
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Lower taxes legally

Strategies designed to preserve cash while remaining fully compliant.

  • Tax reduction strategies
  • Credits and incentives planning
  • Multi-year tax forecasting
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Tailored solutions

Ongoing communication to stay on top of what new innovations are a fit - and which are not.

  • What software do you need
  • What makes sense to outsources, or keep in house
  • What are the best decisions to meet your tax obligations
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Mix and match scope of work

Comprehensive accounting and tax support

From analysis of what you need, to management of your day to day transactions and required reporting, to comprehensive tax planning.

Software Configuration

It all starts with the tools. Do you have the best solution for your staff and your industry? How much AI do you really need, and which options give you those choices?

Proven Expertise

A substantial record of working with trusted CPA firms when preferred, or filling that gap for you. If we don't know it - we will find the answer.

Accurate accounting

Over 50 years of experience in multiple industries and business models, including the development of account structures and reports that show you what you need to know.

Forward Planning

Things change - today more rapidly than ever before. The decision made today may be costly tomorrow. The goal, then, is to plan with flexibility.

How it works

Our step-by-step approach

We do not charge for introductory consultations. We look at the process of handling other-people's-money as a fiduciary responsibility. That means we need to know if we can create a solid working relationship before we begin.

01

Discovery meeting

What do you think you need. Why do your feel that need is not being met? Is your staff sufficient, or do you need more support?

02

Financial profile

This is a preliminary review to prepare a reasonable estimate of your financial commitment and our time commitment.

03

Onboarding process

You will receive an engagement letter clearly stating the scope of work and a list of steps to prepare for service.

04

Service and support

Review of preliminary work, software management, create monthly processes, and determine of year-end responsibilities.

Articles, stories and more

Articles, white papers, and blogs

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