Our Focus

We believe in a service continuum…

Advisory & Goal Setting

• Establish realistic client goals to meet... and exceed

• Analyze and find ways to uptick profitability

• Develop intuitive tools like business dashboards to give you key indicators at a glance

• Monitor business processes on an ongoing basis

• Develop personal financial plans

• Support unique needs of entrepreneurs

• Plan based on personal and business lifecycles

• Support “FIVE LEVELS” Service

Financial Reporting

• Customize management reports

• Create personal financial statements

• Conduct audits, reviews & compilations

• Develop consensus procedures, internal controls & assessments

Managed Accounting

• Deploy complete or partial accounting outsourcing

• Manage your accounting staff

• Act as trusted advisor: CFO/Controller

• Provide bookkeeping from daily to quarterly support

• Manage payroll functions

• Prepare all tax returns and filings necessary for compliance

• Administer all A/P functions on your behalf

• Provide SG&C client portal with 24/7 access

• Manage paperless processing & electronic filing

Tax Planning & Return Preparation

• Provide comprehensive business tax planning

• Provide comprehensive personal tax planning and integrate with business tax planning if necessary

• Consult on entity selection such as partnerships, LLCs, etc.

• Complete business and personal tax returns

• Manage all sales & use tax and multi-state tax issues

• Provide for lifecycle planning including college, retirement planning, estates & trusts

• Consult on family wealth & gifting strategies

• Develop exit or succession planning

• Represent you in the event of a tax inquiry or audit

In-House Accounting Support

• Consult, customize and install accounting systems

• Set up a uniform chart of accounts

• Manage in-house financial personnel

• Assist in closing the books

• Ensure tax compliance & reporting

• Conduct employee benefit plan/401K audits

• Act as trusted advisor: CFO/Controller