Services to Help Your Business Grow and  Prosper


Advisory Services

Lost control of your time?

Lost control of your business?

Don’t have control of your financial future?

These can be fixed.

Tax Planning Services

Are you losing tax dollars?

Haven’t planned for retirement?

Do you need to plan your business transition?

It’s not too late to address these.

CFO/Controller, Bookkeeping and Payroll Services

Losing precious time you could be earning just to “do the bookkeeping”?

Do you know where your business is financially?

Do you have peace of mind that all tax filings are accurate?

Outsourcing these tasks can allow you to spend your time building your business and earning rather than spending it on “compliance tasks”.

Business Services

Are you frustrated that you don’t understand your business “traditional” financial statements and the vital information that it reveals about operations and performance? Do you understand the impact your decisions have on financial performance? If not, the consequences can be disastrous. We specialize in assisting small businesses improve their profitability, convert the business operations from a “job” to a true entrepreneurship, plan for retirement, and plan the business exit strategy to maximize the value of the business when the appropriate time arrives.


We prepare ProfitCents reports to evaluate your current business operations and benchmark it against your industry peers. (Do you know how your business stacks up against your competitors?) We can show you. We will also give you recommendations on how to improve your operations and profitability through these reports.

Tax Planning and Projections

Wouldn’t it be nice to know in advance how much taxes you owe and how to minimize them? We can help with these through our planning and projections services.

To Summarize

We have the resources to elevate your business, unchain you from your business, get taxes to a manageable level, improve your retirement outlook and maximize the value of your business. We are able to provide these broad range of services, yet be close enough to each individual business owner to be aware of and mindful of their needs and objectives.

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