Our Services

Life is short. However, the important things in life (family time, little league games, dance recitals, wedding anniversaries) often get squeezed out as owners try to grow and sustain their businesses in the midst of a complex tax and regulatory environment. We use our accounting and tax expertise to help you – the business owner and backbone of the American economy, obtain peace of mind and improve your business so you can spend time on the important things in life.

Commitment to Quality

Accounting

Virtual Accounting by Real People
Prefer the lake to the office? We provide customized cloud based accounting services so you can run your business from anywhere.
Management and Financial Reporting
Drowning in data but short on insight? We provide financial statements and reporting that are timely, meaningful, and comply with professional standards.

Assurance

Assurance Services
Are investors and lenders requesting CPA audited, reviewed, or compiled financials? Are customers requesting a SOC 1 or SOC 2 report covering your services? We have extensive experience providing all levels of attestation for financial statements and other subject matter including SOC 1 and SOC 2 examinations.

Tax Planning and Compliance

Tax Planning and Compliance
Do you worry that you're paying too much in taxes or whether you are in compliance with the ever-changing federal, state, and municipal tax regulations? We stay on top of the tax laws and develop strategies to minimize your taxes. We have extensive experience providing proactive tax compliance and planning services for individuals, families, trusts, and businesses.

Consulting

Consulting Services
Is your business or organization facing challenges or opportunities that require technical expertise or an outside perspective? Do you feel alone as the business owner and need a sounding board? We can tailor a full range of consulting services to meet your specific needs including but not limited to: forensic accounting, mergers and acquisition support, business valuations, outsourced controller and CFO, and general advisory services.

New Technology Traditional Values