Services

Accounting Services

We are dedicated to helping you possess the financial clarity and timely guidance you need to grow your business and achieve your goals. Whether your need is for an interim CFO, business bookkeeper, or a replacement for someone who is in transition, we work hand-in-hand to become a results-oriented member of your team that assists in implementing and achieving your accounting objectives.

Accounting and Controllership Outsourcing
Bill Paying and Bookkeeping
Payroll Services
Budgeting and Forecasting
Cash Flow Analysis
Financial Statement Preparation

Assurance Services

We deliver quality assurance services in a collaborate manner to help you spot hidden opportunities or potential trouble areas. We operate at the highest level of integrity and objectivity and demand compliance with the profession’s ethics and independence standards. Our services include:

Auditing
Review
Compilations

Tax Services

Being proactive is a key component to an effective tax management plan. We keep our clients informed about new and pending federal, state and local tax laws that may affect you. We focus on the big picture to define the right overall tax position to save you money and achieve your business goals.

Gifts, Estates, and Trusts
Tax Debt Resolution
Tax Planning & Compliance

Homeowner Association Services

Our firm has extensive knowledge of Common Interest Realty Association (CIRA) accounting and attest service issues. CIRA organizations are full of unique industry practices and regulations which require advisors have the knowledge and experience necessary to support both property managers and association board members. We serve over 180 CIRA entities each year supporting them with tax and advisory services to help guide them to a successful outcome. Our expert staff is here to assist you with:

Member billing, collection, bookkeeping and budgeting services
Audit, Review and Compilation Services
Tax Services
Board Presentations of CIRA industry issues such as Revenue Ruling 70-604

QuickBooks Training and Consulting

Our firm principal has been a QuickBooks ProAdvisor since 2009 and fully utilizes all products available from Intuit. in our office as well as with many of our clients. We specialize in complex accounting and procedural issues as they relate to using Intuit products. We are here to assist you