Looking Forward

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

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

   * Provided through our Affiliate, 5 Star Payroll Services

Resolving What Is Past

Resolving the Past

  • Attestation
    Audits, Reviews, Agreed-Upon-Procedures, Internal Control Reviews, HUD & OMB audits
  • Tax Return Preparation
    Business, Individual, Nonprofit, Estate, Fiduciary

Target Clientele

Targeted 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