As a small business owner, all decisions you make have an impact and effect on the viability of your business. As our firm partners with yours, it is our job to advise you with those decisions that have economic and financial consequences.

  • Tax planning, return preparation & IRS audit assistance
  • Complete bookkeeping services
  • Group Medical / Life Insurance
  • Property / Casualty Insurance
  • Management advisory services as needed
  • Financial statements monthly for bookkeeping clients; Otherwise, on As-Needed basis
  • Loan application or refinance assistance
  • Assistance with the purchase, sale or liquidation of a business
  • Discussion of business form (corporation, LLC vs. Sole Proprietorship)