Let us relieve your fears, release your tensions, solve your problems and save you money.

Setting up your business and managing your books incorrectly and/or without proper guidance can cost you thousands of dollars in the long run. Our supportive consultation process can help you determine your best, most effective path to success and profitability.

Then, once you are up and running, our Silver, Gold and Platinum service plans will provide ongoing guidance and maintenance to ensure the success of your business long term:

Silver – Real Time Bookkeeping: Find the right path to your dream and maintain your trajectory.

Gold – Business Accounting and Taxes: Make sure you don’t lose the business you’ve built

Platinum – CFO on the Go: Strategize to optimize performance, profitability and cash flow


For those that require occasional support we are here to help with:

  • Quickbooks set up, training and assistance
  • Tax planning, advisement preparation of all tax returns
  • Estate and Trust planning and advisement
  • You believe you are paying too much in taxes
  • Support for audits, both IRS and state
  • Financial Planning
  • Financing and reporting to assist in obtaining loans and lines of credit

Inquire now and schedule a no cost, no obligation consultation to determine your best course of action.

We also have a variety of partners with whom we work closely. We recommend them highly and trust them implicitly. We are proud to be able to help businesses with a variety of needs:

  • Comprehensive payroll programs
  • Benefits packages for owners as well as employees
  • Non-traditional loans and financing
  • Commercial banking
  • Business strategy and marketing
  • We can even recommend IT tech support to keep your records safe and secure.

Allow us to become your go-to resource for effective management of daily operations, planning, forecasting and strategy!