Financial Services for Businesses

We offer a wide array of services to meet the unique financial needs and goals of your business. Some of our options include:


Accurate financial records are a critical part of business success. Based on your specific needs, we can provide monthly or quarterly bank account reconciliation, income statements, and balance sheets. We will consult with you regarding any areas of concern and ensure you can fully interpret the information we provide.


You can reduce the time, cost, and stress of payroll management with one of our service options. We can process your company payroll, calculate and file payroll taxes, create your reports, and ensure legal compliance. Track employee time off, maintain accurate records, and breeze through government audits without investing your own time on reporting and complex tax law changes.

Forensic Accounting for Company Disagreements

Conflicts happen. When a disagreement occurs involving your business finances, it is important to allow a trained and unbiased professional to review your financial data. We can navigate your records and accounts and gather the evidence to determine if and where any errors have been made and provide clarity for all parties involved.

Business Valuations

When buying or selling a business, handling life changes, filing bankruptcy, or facing business disputes, it can be crucial to have an objective business valuation. The value of your business is impacted by a large number of factors, so you need a team of experienced professionals who can provide you with an accurate appraisal.


An audit involves a thorough examination of all financial data to determine whether any errors exist, confirm banking and tax compliance, and ensure detection of any fraudulent financial practices. Once completed, we will issue a comprehensive report of our findings, which can be used for compliance with government regulations, gaining financing or investment, or as a check of company management teams.

Strategic Business Planning

A strategic business plan can help guide growth, manage risks, and prepare for future needs. Our experienced team will work with you to review the current status of your business and to create a unique blueprint for your success.

Non-Profit Organizations

Whether you are establishing a new non-profit organization or maintaining your tax-exempt status, we understand the detailed requirements for 501 (c)(3) application and IRS reporting forms. Protect your status with professional preparation.

QuickBooks Education

If you own a small or mid-sized business, you may decide to invest in QuickBooks accounting software. We can help you determine whether QuickBooks is right for your business and provide the tools to help you get started. Ask for details.

For more information about our services or to schedule a consultation, contact our office.