Advisory Services

Offering a robust line of products to meet your personal and business needs

People who are here to help...

We serve as a partner to small businesses—providing structured guidance on building a successful, sustainable enterprise. We accomplish this via:

  • Deep analysis and reporting—We focus on the numbers to provide helpful reporting and analysis that drives business growth.
  • Guidance at all stages of business—We serve as your accounting partner and advisor from business startup to succession planning.
  • Dedicated experts—Our team of qualified professionals are here to help—for the long haul.

Advisory Services:



Business Foundation Services

  • Entity selection
  • Business owner education
  • Retirement planning
  • Technology advice
  • Benefit plan selection

Business Management Services

  • Budgeting
  • Strategic planning
  • Financial analysis and forecasting
  • Operations support
  • Cash flow management
  • Internal control evaluation
  • Succession planning
  • Business valuations and transitions
  • Income and deduction planning
  • Tax savings strategies
  • Human Resource management



Individual Services

  • Divorce:
    • Personal financial statements
    • Asset analysis
    • Tax strategies
    • Financial planning during divorce
    • Prepare for life after divorce
  • Personal financial planning
  • Estate and trust planning
  • Tax problem resolution

IRS Representation

  • Audits and notices
  • Late filed returns
  • Liens and levies
  • Offers in compromise
  • Innocent spouse relief

Other services


Other Services

  • Litigation support
  • Forensic accounting
  • Cannabis accounting and tax preparation

QuickBooks Assistance

  • Setup
  • Conversions
  • Assessment and tune-up
  • Chart of accounts maintenance
  • Track transaction changes (audit log)
  • Training