Business Services


Small Business Accounting

As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.


We offer payroll solutions that meet your business’s needs and enable you to spend time doing what you do best running your company.  Whether it’s filing your payroll tax returns or working with ADP, Paychex or Intuit, we can create an automated system including direct deposit for all of your employees and independent contractors.

Part-Time CFO Services

Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.  We can work onsite or remotely and have virtual meetings.

Cash Flow Management

A cash crisis can be devastating. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.

Bank Financing

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing.

Strategic Business Planning

If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company’s direction.

Succession Planning

Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

New Business Formation

Opening your own business is exciting and thrilling. It’s everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.

S-Corp Election

Depending on the industry and amount of income your business is generating, it may be a tax saving opportunity for your business to make an S-Corp election.

Non-Profit Organizations

The IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status.  We can help file your application for 501(c)(3) status (form 1023).

1031 Exchange

Section 1031 Exchange is a useful tool for real property owners who want to defer taxes when property is sold. Code Section 1031 allows property to be sold while preserving net worth.



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