Accounting is the lifeblood of your business.
However your business needs support, we're here to help—with expertise in tax planning and preparation, cloud accounting, outsourced Controller and CFO services, and independent assurance engagements.
From startup to mature enterprise, a business at every stage needs a trusted CPA ready to take the lead.
Auditing and Assurance
Definition: Assurance is establishing the integrity and credibility of financial information through an external review process.
We'll never recommend more assurance than you actually need. Whether you're applying for a bank loan, meeting investor or lender requirements, or simply want greater confidence in your financial reporting, we offer assurance services tailored to your business’s needs. From audits that provide the highest level of assurance to reviews, compilations, and financial statement preparation, we'll help you determine the right level of service and guide you through the process with clear communication and practical advice.
Audit – Our most comprehensive service, providing the highest level of independent assurance on your financial statements. We perform sampling and testing of transactions and issue the financial statements and footnotes accompanied by a report where we give an opinion on whether the financial statements are fairly stated.
Review – Limited assurance through analytical procedures and inquiries, often requested by lenders or stakeholders. We issue financial statements and footnotes accompanied by a report but with disclaimer that we provided limited assurance.
Compilation – We organize your financial information into professional financial statements with footnotes, but without performing analytical procedures or providing assurance.
Preparation – Financial statements prepared for internal use or external reporting needs, without an assurance engagement.
No matter the engagement, our goal is the same: to deliver accurate, reliable financial reporting while making the process straightforward, efficient, and as stress-free as possible.
Cloud Accounting & Financial Operations
Modern businesses rely on more than accounting software. We help clients build and manage an integrated cloud finance ecosystem that keeps their financial operations running smoothly. From bookkeeping and payroll to bill pay, customer payments, and reporting, we don't just implement technology—we become an ongoing partner, helping your systems, processes, and financial information evolve as your business grows.
Our services include:
Cloud accounting vendor selection, platform setup, migration, and ongoing support
Monthly bookkeeping and account reconciliations (QBO, Xero)
Payroll setup, processing, and compliance (Gusto, ADP)
Cloud- based accounts payable solutions and workflow management (Bill.com, Tipalti, Ramp)
Customer invoicing and online payment solutions
Expense management and employee reimbursement systems (Ramp, Expensify)
Accounting software integrations and automation
Tax Advisory & Preparation
We work with business owners throughout the year to minimize surprises, identify opportunities, and develop tax strategies that support long-term growth. Whether you're launching a new business, navigating a complex transaction, or simply looking for a more proactive CPA, we're here to help you make informed decisions with confidence.
Our services include:
Federal, state, and local business tax return preparation
Tax planning and proactive year-round advisory
Entity selection and business formation
Multi-state tax compliance
Estimated tax planning and projections
Owner compensation and distribution planning
Pass-through taxation: Partnership and S corporation strategies
Tax planning for business acquisitions, sales, and succession
Representation with IRS and state tax authority
Tax research and technical consulting
Sales and use tax guidance
Year-end tax planning and strategic planning meetings
Outsourced Controller & Fractional CFO Services
Not every business requires a full-time Controller or CFO, but every growing business needs reliable financial leadership. Whether you're looking to strengthen your accounting function, gain better financial visibility, or make more informed strategic decisions, we provide scalable financial leadership tailored to your stage of growth.
Our Controller services focus on building a strong financial foundation through accurate accounting, timely reporting, and efficient processes. As your business grows, our Fractional CFO services help you look beyond the numbers, providing the insight and strategic guidance needed to make confident decisions and achieve long-term goals.
Controller Services
Keeping your financial operations running smoothly.
Month-end and year-end close management
Financial statement preparation and reporting
Account reconciliations and accounting oversight
Internal controls and accounting policies
KPI and management reporting
Accounting process improvement
Audit preparation
Staff supervision and accounting department mentorship
Fractional CFO Services
Turning financial information into business strategy.
Budgeting and forecasting
Financial planning & analysis (FP&A)
Cash flow forecasting and scenario modeling
Strategic planning and growth initiatives
Pricing and profitability analysis
Board, lender, and investor reporting
Financing support and capital planning
Mergers, acquisitions, and due diligence support
Executive financial leadership and decision support
Whether you need someone to close the books or someone to help chart the future of the business, we'll meet you where you are today and grow alongside you tomorrow.
Business Advisory Services
Growing a business involves more than accounting. Whether you're building your team, improving operations, implementing new technology, or navigating a period of change, we provide practical guidance backed by real-world leadership experience. When specialized expertise is needed, we also work alongside a trusted network of professionals to help you find the right solution.
Services include:
HR and people operations
Executive leadership support
Technology implementations
Marketing strategy
Process improvement
Business planning
Vendor evaluations
Professional referrals and coordination
We’ve worked with businesses of all sizes across many industries. While we're happy to help clients from virtually any field, these are the industries where our experience runs especially deep and where we can provide immediate value from day one.
Construction
We understand costing, WIP, retainage and all the aspects that make this industry unique and challenging. Whether you need support setting up a costing system, or need reviewed financial statements for a bank loan, we love working with contractors and builders.
Trades
Electricians, plumbers, HVAC contractors, landscapers: we know your time is better spent serving customers than keeping up with the books. We help with everything from job costing and payroll to tax planning and cash flow, so you can focus on running your business instead of worrying about the numbers.
Professional services firms
Law firms, consultants, architects, engineers, marketing agencies: we understand that your business is built on expertise. We help firms stay organized, improve profitability, and plan ahead with practical accounting, tax, and business advisory services that grow alongside your practice.
Healthcare
We understand the business side of healthcare. Whether you're opening a new practice, adding providers, investing in equipment, or planning for retirement, we provide the accounting, tax, and financial guidance needed to help your practice thrive while you focus on delivering exceptional patient care.
Real estate
Managing rental properties and investing in real estate comes with its own set of tax and accounting complexities. From cost segregation studies to entity structure, we help you make informed decisions that support your investment goals and minimize tax exposure.
Cannabis
Cannabis businesses face unique financial and tax challenges, especially when it comes to compliance with IRC Section 280E. We work with operators in this industry and understand the importance of solid bookkeeping, inventory and cost accounting, internal controls, and proactive tax planning. Our goal is to help you stay compliant while making the most of every opportunity.
Nonprofits
Mission comes first, but strong financial reporting makes that mission possible. We help nonprofit organizations with financial statement preparation, audits and reviews, grant reporting, internal controls, and tax compliance so that boards and donors can have confidence in the organization's financial stewardship.