Business & advisory

A finance department, on call.

From day-to-day bookkeeping and payroll to audits, financial strategy and the big buy-or-sell decisions — we’re the partner your business can lean on.

Accounting & Assurance

Keep the books clean & current

Audits, Reviews & Compilations

Our audit, review and compilation capabilities are a core part of our services. We tailor each engagement to the unique needs of your business and deliver financial statements and reports that are clear, concise and acceptable to all outside parties.

Bookkeeping / Write-Up

If your business does not currently have accounting staff, or is outgrowing its current bookkeeping system, we provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business.

Financial Statements

Financial statements are an important tool for management decision-making, and represent your business to lenders, partners and potential buyers. We work closely with your key personnel to develop accurate and timely financial statements.

Financial Analysis

Strong financial analysis opens up new opportunities to improve management, planning and decision-making. We provide the numbers to support, reject or contemplate a course of action, and show how situations may evolve under different scenarios.

Payroll Services

Constantly changing federal, state and local laws make payroll an ongoing challenge. Our payroll professionals are well versed in these regulations and proactively alert you to material changes that affect your business and employees.

Accounting Software Selection & Implementation

There is no shortage of accounting software solutions. SaaS, cloud computing and other innovations add new dimensions to the decision. We help you choose and implement the right solution to meet the needs of your business now and in the future.

QuickBooks ProAdvisor

We are members of the QuickBooks ProAdvisor program. Our QuickBooks experts can help with the set-up and installation of QuickBooks, and provide training for your employees when needed.

Advisory & Consulting

Plan for what’s next

Business Consulting

As a true business partner, we are available to help you address any business problem or opportunity. We engage in consulting projects to help you make the right decisions for the future of your business — from expansion to restructuring.

Business Entity Selection

The entity you select — LLP, LLC, sole proprietorship, partnership, corporation — carries enormous financial and tax implications. We explain each choice and its implications so you make the right decision as your business grows and changes.

Buying or Selling a Business

Few decisions are more important or complex than a buy or sell decision. When selling, we support every step — valuing the business, vetting buyers and supporting due diligence. When buying, we help you evaluate the opportunity.

Management Advisory Services

Our management advisory services focus on improving the efficiency and effectiveness of your business and its operations — including business planning, mergers, acquisitions and other strategic support.

Retirement Planning

Retirement planning is critical in uncertain times. Whether you are building a plan for yourself or choosing a plan to offer your employees, we help you evaluate the options and make the choice most appropriate for you.

Litigation Support

We handle all aspects of bankruptcy and divorce matters, working with debtors, creditors, lenders and trustees. We understand the needs of all parties and the timely information needed to make the right decisions.