Services

As a small business owner, your time is best spent running and growing your business—not managing day-to-day bookkeeping. Our small business accounting services provide reliable, accurate financial records so you can make informed decisions with confidence.

We handle the core accounting tasks that keep your business on track, while offering flexibility to add services as your needs evolve.

Our small business accounting services include:

Bank account reconciliation: Ensure your accounts are accurate and up to date by identifying discrepancies, unauthorized transactions, and posting errors—helping protect your business and manage cash more effectively.

Income statement (profit & loss) reporting: Track revenues and expenses, monitor operating performance, identify budget issues, and better understand your business’s tax position.

Balance sheet reporting: Get a clear snapshot of your company’s financial health, including assets, liabilities, and cash flow—essential for planning, financing, and long-term growth.

General ledger review and cleanup: Maintain clean, accurate books by correcting errors, eliminating duplicate entries, and ensuring all transactions are properly recorded.

These services form the foundation of a strong accounting system and can be customized to include payroll, tax planning, tax preparation, and other advisory services as your business grows.

Our goal is simple: accurate books, clear reporting, and peace of mind—so you can focus on what matters most.

QuickBooks is a powerful accounting tool for small and mid-sized businesses—but only when it’s set up and used correctly. Our QuickBooks services help ensure your system is configured properly, running efficiently, and supporting your business goals. We provide:

QuickBooks setup and configuration: Professional setup tailored to your business so your chart of accounts, reporting, and workflows are correct from day one.

QuickBooks training: Hands-on guidance for you or your staff to ensure QuickBooks is used accurately and efficiently for your specific needs.

QuickBooks cleanup and tune-ups: Review and correction of existing files to resolve errors, prepare for tax filing, or support financial reviews.

Ongoing QuickBooks support: Responsive email and phone support to answer questions, troubleshoot issues, and prevent costly mistakes.

QuickBooks software assistance: Help selecting and purchasing the right QuickBooks solution, often at a discounted rate.

👉 Learn more about our QuickBooks services

Managing payroll has become increasingly complex, time-consuming, and highly regulated. Our payroll services are designed to relieve that burden—ensuring employees are paid accurately and on time, while keeping your business compliant with federal, state, and local requirements.

By outsourcing payroll to our team, you gain reliable processing, accurate reporting, and peace of mind—so you can stay focused on running your business.

Our payroll services include:

Full-service payroll processing: Accurate payroll checks and direct deposits prepared on time, every pay period, with all required tax filings and deposits handled for you.

Payroll tax compliance and reporting: Federal, state, and local payroll tax calculations, filings, and EFTPS deposits completed accurately and on schedule.

After-the-fact payroll services: Posting and reconciling payroll information from internally prepared records, while ensuring proper tax reporting and documentation.

Employee payroll records and reporting: Clear, easy-to-understand monthly, quarterly, and annual reports, including vacation, sick, and personal time accruals.

Specialized and custom payroll reports: Preparation of required reports for workers’ compensation audits, unemployment claims, W-2 and 1099 processing, and other regulatory needs.

Because no two businesses are alike, our payroll services are flexible and can be tailored to fit your specific workforce, reporting requirements, and level of involvement.

Contact us to discuss a payroll solution that fits your business.

As businesses grow, financial decisions become more complex—and more critical. Many organizations reach a point where they need strategic financial leadership but aren’t ready for a full-time CFO. Our Part-Time CFO services provide experienced financial guidance without the overhead of a full-time executive.

We work closely with business owners and leadership teams to bring clarity, structure, and insight to the financial side of the business—helping you plan ahead, improve performance, and make informed decisions with confidence.

Our Part-Time CFO services can help you:

Gain financial clarity and control: Understand your numbers, reduce surprises, and improve visibility into cash flow, profitability, and financial performance.

Strengthen decision-making: Use accurate, timely financial data to support pricing, growth initiatives, investments, and operational decisions.

Improve financial reporting and controls: Establish strong internal controls, improve reporting quality, and ensure reliable financial information.

Plan for growth and profitability: Develop budgets, forecasts, profitability analysis, and long-term financial strategies aligned with your business goals.

Optimize cash flow and financing: Manage cash more effectively and receive support with banking relationships, financing requests, and negotiations.

Support leadership and operations: Act as a trusted advisor and sounding board while helping manage and develop internal accounting staff.

Our Part-Time CFO services are flexible and tailored to your needs—providing the right level of support at the right time, as your business evolves.

Stockholders, creditors, and private investors often need assurance that the financial statements accurately represent the true financial position of a company.

Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide three levels of assurance to meet your needs.

Audit – Highest Level of Assurance

An audit provides the highest level of assurance. An audit is a methodical review and objective examination of the financial statements, including the verification of specific information as determined by the auditor or as established by general practice.

Our work includes a review of internal controls, testing of selected transactions, and communication with third parties. Based on our findings, we issue a report on whether the financial statements are fairly stated and free of material misstatements.

An Audit allows you to…

• Satisfy stakeholders such as employees, customers, suppliers and pressure groups, as well as the investing community, as to the credibility of published information.
   
• Facilitate the payment of corporate tax, goods and services tax, and other taxes on-time and accurately, thereby avoiding interest, penalties, and investigations.
   
• Comply with banking covenants.
   
• Help deter and detect material fraud and error.
   
• Facilitate the purchase and sale of businesses.
   

Here’s what you get…

You get the highest level of assurance because we go outside your company to obtain more information. Typically, we’ll have written communication with:

• Your customers, to check outstanding receivable balances,
• Your banks, to confirm cash or debt balances and terms,
• Your vendors, to verify outstanding payable balances, and
• Your attorneys, for information on pending or threatened legal action.

We also perform physical inspections by observing your inventory counting methods and perform test counts. We document and test each operating cycle, including sales and cash receipts, expenses and cash disbursements, and payroll. Our audit papers include a detailed work program to document the examinations and testing performed, as well as the client’s supporting work papers.

Audits Not Just for Public Entities

All public companies are required to have an annual audit, but some nonpublic entities must undergo an annual audit as well. These include local governments, not-for-profit agencies and other organizations receiving government grants.

Moreover, some financial institutions require audits of nonpublic companies based on the financing amount and/or the bank’s assessment of the company’s risk. Also, companies with absentee ownership (such as those owned by investment firms, or individuals who no longer run the business) may order audits as checks of their management teams.

Review – Limited Assurance

Less extensive than an audit, but more involved than a compilation, a review engagement consists primarily of analytical procedures we apply to the financial statements, and various inquiries we make of your company’s management team. If the financial statements or supporting information appear inconsistent or otherwise questionable, we may need to perform additional procedures.

A review doesn’t require us to study and evaluate your company’s internal controls or verify data with third parties or physically inspect assets. Rather, a review report expresses limited assurance in the form of the statement: “We are not aware of any material modifications” for the financial statements to be in conformity with the Generally Accepted Accounting Principles (GAAP). Reviewed financial statements must include all required footnotes and other disclosures.

Why might a business request a review engagement? It can be a good middle ground, providing the advantages of a CPA’s technical expertise without the work and expense of an audit.

Compilation – Lowest Level of Assurance

In compiling financial statements for a client, we present information that is the “representation of management” and expresses no opinion or assurance on the statements. Compilations don’t require inquiries of management or analytical procedures. Instead, we rely on our knowledge of accounting principles and a general understanding of your business.

Banks often require compilations from an independent CPA as part of their lending covenants.

Which Report Should You Use?

Each type of financial statement report may suit specific circumstances, depending on requirements from your client’s bank or other parties, as well as meet budgetary needs.

Understanding each report’s unique strengths and weaknesses can help you choose the most appropriate one. Please call if you have questions about which type of report is right for you.

Securing bank financing requires more than a loan application—it requires clear financial documentation, realistic projections, and a strong understanding of what lenders expect. Our bank financing services help businesses prepare organized, credible loan requests that position them for approval.

We work with you to present your financial story from a lender’s perspective, improving clarity, reducing risk concerns, and supporting confident decision-making by banks and financial institutions.

Our bank financing services include:

Loan proposal preparation: Development of clear, professional loan packages outlining the purpose, amount, and use of funds.

Financial projections and analysis: Preparation of pro forma cash flow budgets and financial statements that support repayment ability and growth plans.

Personal and business financial documentation: Organization of required tax returns, financial statements, and collateral information requested by lenders.

Lender communication and support: Assistance explaining financial information and representing your position during discussions with bankers, when needed.

Whether you are seeking financing for growth, equipment purchases, expansion, or working capital, we help you approach the process prepared, organized, and confident.

Contact us to discuss your financing needs.

Understanding the value of your business is critical when making important financial, legal, or strategic decisions. Whether you’re planning for a transaction, resolving a dispute, or preparing for the future, a well-supported valuation can make a meaningful difference.

Business valuation requires professional judgment, experience, and a thorough understanding of your operations and financial history. Our team works closely with you to analyze relevant data, assess key value drivers, and deliver a clear, well-documented valuation that supports informed decision-making.

Our business valuation services support a variety of needs, including:

• Buyouts and ownership transitions
• Mergers and acquisitions
• Financing and lending requirements
• Estate and gift planning
• Divorce and shareholder disputes
• Bankruptcy and restructuring
• Other strategic or compliance-driven valuation needs

We take the time to understand your business, industry, and objectives to provide a valuation that is thoughtful, defensible, and aligned with your specific situation.

Contact us to discuss your business valuation needs.

Planning for the future of your business involves more than deciding when to step away. Succession planning helps ensure your business can transition smoothly—while supporting your long-term financial security and preserving relationships among family members, partners, or key stakeholders.

We work with business owners to develop thoughtful, well-structured succession plans that address ownership, management, taxes, and retirement goals—providing clarity and continuity during times of change.

Our succession planning services help you address key questions, including:

Ownership transition options: Evaluate whether transferring the business to family members, key employees, or third parties best aligns with your goals.

Management and leadership continuity: Plan for who will run the business and how responsibilities will transition over time.

Tax and financial implications: Identify strategies to help manage tax exposure and liquidity challenges during ownership transfers.

Fairness among stakeholders: Structure plans that consider family dynamics and help balance business continuity with equitable outcomes.

Retirement readiness: Align succession decisions with personal retirement and income planning.

Our process typically includes:

• Business valuation
• Ownership and organizational restructuring
• Tax and cash flow analysis
• Retirement and income projections
• Ongoing plan review as circumstances evolve

A well-designed succession plan helps protect the business you’ve built, the people who depend on it, and the future you’re working toward.

Contact us to begin the succession planning process.

Starting a new business is exciting—but long-term success depends on making the right decisions from the beginning. Our new business formation services help entrepreneurs build a strong foundation by addressing financial, tax, and operational considerations early on.

We work with you to plan strategically, avoid common startup pitfalls, and position your business for sustainable growth.

Our startup and formation services include:

Business planning and financial preparation: Assistance with initial business planning, startup capital needs, and cash flow budgeting to help you understand what it takes to operate successfully.

Entity selection and structuring: Guidance on choosing the appropriate business structure based on tax considerations, legal exposure, and long-term goals.

Startup financing support: Help identifying funding sources, evaluating borrowing capacity, and preparing for future financing needs.

Accounting and systems setup: Selection and setup of accounting software, along with procedures for billing, collections, and cost controls.

Compliance and registrations: Assistance with required federal, state, and local registrations, including employer identification numbers and applicable licenses.

Operational readiness: Support with payroll setup, insurance considerations, and basic internal procedures as your business begins to grow.

Starting your business with a solid plan and the right professional support can make all the difference. We’re here to help you move forward with clarity and confidence.

Contact us to get started.

Nonprofit organizations face unique accounting, reporting, and compliance requirements. Maintaining tax-exempt status requires accurate financial records, proper classification of revenue and expenses, and timely filing of IRS and state forms. We help nonprofit organizations stay compliant while focusing on their mission.

Our team supports nonprofits at every stage—from initial formation to ongoing financial management—providing clear guidance and dependable oversight.

Our nonprofit services include:

Tax-exempt status formation and maintenance: Assistance with applying for and maintaining federal tax-exempt status.

Form 990 and 990-T preparation and filing: Accurate preparation and timely filing to help protect your organization’s tax-exempt standing.

Nonprofit financial statement preparation: Compilation and review of financial statements structured to meet nonprofit reporting requirements.

Accounting system setup and support: Design and maintenance of accounting systems aligned with IRS-required nonprofit classifications.

Payroll and payroll tax compliance: Payroll processing and payroll tax filings for nonprofit organizations.

Advisory and training support: Guidance for accounting staff and board members on nonprofit financial reporting and budgeting.

Church and religious organization support: Specialized assistance with ministerial housing allowances and other compliance matters unique to religious organizations.

If you are forming a new nonprofit, we also assist with startup registrations and organizational setup to help you begin on solid footing.

Learn more about nonprofit accounting and Form 990 compliance →

Strong internal controls help protect your business from errors, inefficiencies, and potential misuse of assets. As businesses grow, it can be difficult to maintain the right balance between trust, oversight, and operational efficiency. An objective review by an experienced professional can help identify gaps and strengthen safeguards.

We evaluate your internal control environment to assess how effectively financial transactions are handled and resources are protected. Based on our findings, we provide practical recommendations designed to improve accountability, reduce risk, and support long-term business stability.

Our internal control services include:

Segregation of duties: Review and recommendations to ensure key financial responsibilities are appropriately divided to reduce the risk of error or inappropriate activity.

Authorization and approval controls: Evaluation of approval processes to confirm transactions are properly authorized and aligned with company policies.

Review and reconciliation procedures: Assessment of how transactions are reviewed, reconciled, and monitored to ensure accuracy and consistency.

Asset protection and safeguarding: Guidance on securing cash, inventory, equipment, and other assets, including periodic counts and record comparisons.

Policies, procedures, and documentation: Development and review of written policies and procedures to support consistency, training, and continuity during staff changes.

Employee training and oversight: Recommendations to ensure staff understand their responsibilities and know how to report concerns appropriately.

Operational effectiveness review: Evaluation of whether current processes align with business objectives and are operating as intended.

Strong internal controls not only reduce risk—they also improve efficiency, transparency, and confidence in your financial information.

Contact us to discuss strengthening your internal control environment.