Customized Solutions

We provide lean, practical accounting and business solutions designed specifically for your business.  

We have a team of accounting and business experts with over 20 years of experience in various industries, including but not limited to franchising, retail, wholesale, food services, construction, recruiting and staffing, and real estate.

 We operate virtually,  providing cloud-based solutions, which in turn saves your Company time, payroll and storage costs.  Our team is also available for in-person training and consulting on an as-needed basis.

• Off-site Controller and CFO services
• Chart of accounts and accounting system set-up
• Monthly, quarterly and annual financial statements
• Cloud-based accounts receivable and accounts payable services
• Industry and company-specific reporting, on a regular or as-needed basis
• Clean-up and reconciliation of books
• Personal financial statements and accounting

• Business and individual tax filings
• Payroll tax filings and compliance
• Sales tax filings and compliance
• Tax planning and analysis

• Financial decision-making assistance through budgets, business plans, and other analytics
• Analysis of operations and recommendations for lean accounting and business processes
• Training accounting personnel
• Business and managerial growth coaching
• Connecting businesses with our network of insurance agents,  marketing and sales experts, real estate advisors and lenders