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We’re so much more than your accountant or tax professional. We want to help you with all your business needs, big or small.

Entrepreneurial Services

Here are a few of the services we are ready to provide:

  • Business Accounting & Bookkeeping

    • Record Transactions

    • Prepare, Reconcile, and Review Statements

    • Accounting system support

    We also provide QuickBooks set up and assistance to help manage and run your books more efficiently.

  • Tax Planning

    • Business planning

    • Prepare federal, state, and local returns

    • Plan for estimated tax payments

    • Aid in sales and use taxes

  • Business Advisory 

    • Start-up services

    • Business plan development

    • Budgeting and financial analysis 

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CFO Services

The ultimate goal of accounting is to provide you with the key information needed to make your most important business decisions.

A business can be overwhelming to operate. Even more so if you’re trying to find ways to grow. 


Through our CFO services, we’ll help you:

  1. Understand your cash flows

  2. Build a financial strategy to help you and your business reach goals

  3. Receive better returns on your investments

  4. Record and report financial information

  5. Reduce your company risk

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