What Makes Us Special
Financial Planning
Professional advisement on, but not limited to, portfolio and investment management, retirement and pension planning, estate and trust development, and college savings plans
Human Resource Services
Risk Assessment meeting that will cover a myriad of federal/state compliance areas, such as policies/procedures and practices, recordkeeping, and reporting
CPA Consultation
Initiate a financial structure for essential financial reporting, construct strategic planning of capital asset renewal and replacement reserves, identify the Key Performance Indicators (KPI) with the goal of evaluating the overall “health” of the company and evaluation of debt management, investments, and tax incentives
Payroll & Bookkeeping
Establishment of quality payroll and bookkeeping services which includes QuickBooks data migration, assessing general ledgers for month-end balances, Quarterly and Annual tax filing, direct deposits, and employee benefit plans
Have Questions or Need
Another Service Not Listed Here?
Give us a call! We are happy to help in any way we can whether that is answering tax or accounting questions, providing guidance, or referring you to the appropriate professional.