Business Services

We specialize in serving the distinct needs of small business owners

You run your business as an extension of yourself, and we help you blend your personal goals and objectives with your business plans.  The result is a more manageable lifestyle and a more productive and profitable business.
We bring a team approach to servicing our business clients. Whether your need is for annual tax preparation, on-going bookkeeping services, one-time strategic planning or something in between, our goal is to be your most trusted business advisor.

We work for you throughout the year, not just at tax time.  We offer our business clients a variety of consulting services, including:

• Bookkeeping and accounting services    
• Budgeting and forecasting
• Cash flow management
• Strategic planning
• New business formation
• Succession planning
• Compensation agreements
• Financing recommendations
• Business valuations
• QuickBooks services