Six disciplines.
One connected practice.

From the general ledger to the financial statements.

Bookkeeping and general-ledger assistance can be arranged monthly, quarterly or annually. The practice also provides compiled, reviewed and audited financial statements.

For businesses, individuals, estates and trusts.

Planning and return preparation cover individual, corporate, partnership, fiduciary, estate and gift taxes, including for-profit and not-for-profit corporations.

Working alongside the other advisers in your life.

SG&A assists other professionals with estate and financial planning, helping communicate clients’ goals to the wider professional team.

A clearer view of a business decision.

Support includes forecasts and projections, financing questions, cash-flow review, financial negotiations and financial and management information systems.

Useful information begins with the right systems.

The firm helps evaluate existing systems, select and install accounting software, and train the people who use it. Published experience includes QuickBooks and other accounting packages.

Continuity when the finance function needs support.

Interim work can cover monthly closings, annual reporting, systems, staff training and supervision, and budgets during a transition or where a full-time controller is not justified.