Services

We offer services in many areas of business management to small and medium-size businesses in most industries. Some of our practice areas are listed below.

CFO Services 

Most closely held business owners fail or struggle because they don't have a solid handle on the finance, accounting and administrative functions of their businesses.  

Overview

Accounting & Tax Services

We provide the compliance services you need – preparation of individual & corporate tax returns as well as bookkeeping services.  These coupled with many years of actually working in small and closely-held companies as CFO's add a different dimension to our services.  

Overview

Cost Segregation

We can help you increase cash flow from your building by identifying property that qualifies for accelerated tax deductions under the Internal Revenue Code.

Overview

Strategic Planning

When your company requires sound counsel to navigate safely into your corporate future, we will be there to help you prepare your strategic plan, tests its strategies and monitor its results.

Overview