Expert Professional Services

Just getting started?  Congratulations!  We can support you from the very beginning with selecting the right entity structure, business formation filings, implementing a financial tracking system and more.

Whether you're navigating growth, managing change, or looking for better financial insight, we help you make confident, informed decisions. From strategic planning and budgeting to financial reporting and cash flow management, we deliver expert financial leadership without the cost of a full-time executive. 

From setting up a chart of accounts to invoicing your customers and paying your bills, bookkeeping is an important part of running your successful organization.  We deliver timely and accurate financial information in a manner that is meaningful to you.  One size does not fit all. 

Paying your employees and contractors can be complex.  With multi-state and international payroll experience, we know how important it is to be compliant with local, state, and federal/national labor laws and regulations.  We utilize integrated and automated solutions to streamline the payroll process for you.

Whether to be in compliance with debt covenants, for a board of directors you report to, or simply something you value as a leader, having an external audit can be very labor intensive and, at times, intimidating.  With deep audit experience, we know just what the auditors are looking for.  We can prepare your books and deliverables for a successful audit, as well as act as your liaison throughout the process.

Recruiting?  Onboarding?  Creative benefit offerings?  HR is a critical part of your organization, even if you have just a handful of people on your team.  We can assist with things like job descriptions, training program design, benefits negotiation, employee handbook creation and policy development.

Have another set of challenges?  A special project you just need an extra set of professional hands on?  Getting ready to sell your business or acquire a new one?  Putting together a grant application or complex outcome reporting?  We can help with that, too - just send a note below!

We focus on bookkeeping and advisory services for our clients and do not do tax return preparation.  However, we have a wide network of tax professionals that we partner with on your behalf.  We maintain strong communication throughout the year and bring in the right experts at the right time for your unique circumstances.