Looking Forward
- Business Planning Start-up, Strategy, Profitability & Value Improvement, Coaching
- Business Value & Profitability Improvement Business, Customer, Team Diagnostic
- Tax Planning Business, Individual, Estate
- Wealth Improvement Investment Management, Financial & Special Needs Planning
Taking Care Of Today
- Monthly/Quarterly Financial Reporting Financial Statements, Budget Reporting, Benchmarking, Key Performance Indicator Monitoring/Reporting
- Payroll* Check Writing, Electronic Tax Deposits, Tax Reporting, Direct Deposit, After-The-Fact Payroll
- QuickBooks Services System Design/Setup, Interfaces with Third Party Software, Monthy/Quarterly Monitoring, Outsourced Bookkeeping
Resolving What Is Past
- Attestation Audits, Reviews, Agreed-Upon-Procedures, Internal Control Reviews, HUD & OMB audits
- Tax Return Preparation Business, Individual, Nonprofit, Estate, Fiduciary
Target Clientele
We were established in 1973 and hve been working hard to serve our clients ever since. In these years we have developed expertise in serving clients in:
- Real Estate
Including Developers, Home Builders, Realitors, Mortgage Lenders and Homeowner Associations - Medical and Dental Service
- Manufacturers and Fabricators
- Membership Organizations and Foundations
- Transportaion Industry