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The intersection of personal service and accounting expertise

Business success is a journey—one that requires the right level of financial expertise and dedicated guidance to get there. Our main focus is always on our clients, developing long-term relationships as we work with you to help you stay on a healthy financial path and meet your business goals.

We accomplish this by serving as a dedicated advisor—guiding you on everything from entity selection and cash flow analysis to operations and technology. While we still supply clients with much-needed financial statements and monthly reports, we also support you with the focused input and analysis required to understand the numbers and make fiscally sound, informed decisions that drive business growth.

GainsKeeper®


In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.

 

Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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 Our Specialties

Service-based Businesses

Service-based businesses require specialized accounting, tax, payroll and other financial services—and our firm delivers. Our skilled team of financial experts have years of experience helping...

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Real Estate & Construction

We are dedicated to helping professionals in the real estate and construction industries build profitable enterprises. Our firm has earned an excellent reputation working with clients focused on...

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Technology Firms

We understand the challenges your industry faces, such as NEXUS issues and revenue recognition related to bundling hardware/software and longstanding license contracts—which makes us...

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Latest from Our Blog

Is it that time already? Yes it is - tax season is here!

With Mid-February and “Snowmageddon” upon us - tax season is now in full swing. With that, we are providing a friendly reminder about tax season deadlines. The deadline schedule is provided below, which you’ll also recognize from our engagement letters.

To add more clarity around our deadlines, the tax information submission date is the last date in which we can...


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