Our practices
Everything a growing business asks an accountant for.
Six practices under one roof, staffed by partners and associates who specialize rather than generalize. Start with the one you need today; the rest are here when the business changes.
- 01
Tax Preparation & Planning
Individual, business, trust, and non-profit returns — filed accurately and planned for year-round, not just in April.
- Individual tax preparation
- Business tax preparation
- Non-profit information returns (Form 990)
- Trust and gift tax preparation
- 02
Audit & Accounting Services
Audits, reviews, and financial statement services for non-profits, benefit plans, construction, and small business.
- Audit and review services
- Agreed-upon procedures engagements
- Projections and forecasts
- Compilation and preparation of financial statements
- 03
CFO & Consulting Services
Fractional CFO, controller, and high-level advisory support — ongoing or for a single project.
- High-level accounting and consulting
- Business planning, forecasting, and budgeting
- Special project consulting
- Bookkeeping and payroll services
- 04
Payroll & Bookkeeping Services
Automated payroll, clean books, and QuickBooks setup so the back office stops consuming your week.
- Payroll services and related filings
- Bookkeeping and accounting services
- QuickBooks accounting, setup, and training
- Financial statement preparation
- 05
Information Technology Consulting
Network design, backups, disaster recovery, and cyber safeguards from consultants who also know your books.
- Server, network, and computer design and setup
- Disaster recovery solutions
- Business continuity planning
- Accounting systems consultation
- 06
Third Party Administration
401(k) plan design, documents, Form 5500, and compliance testing — kept current, kept compliant.
- Retirement plan design
- Plan document preparation and restatements
- Form 5500 preparation
- Annual compliance and non-discrimination testing
How we work
A predictable engagement, from first call to filed return.
- Step 1
Conversation
A free initial call to understand your entity, your deadlines, and what's actually causing friction.
- Step 2
Scope & fee
A written scope naming the deliverables, the timeline, and the fee before any work begins.
- Step 3
Execution
One point of contact, a prepared-by-client list up front, and partner review on every file.
- Step 4
Follow-through
Planning conversations between deadlines, so next year's outcome is decided in advance.
Free initial consultation
Not sure which service you need?
Describe the problem and we'll point you to the right practice — even if that turns out to be somewhere other than our firm.