- Business Entity Selection
- Income Tax Planning
- Estimated Tax Analysis
- Tax Return Preparation
- Individual
- Pass Through Business (1065 & 1120S)
- Corporate & Nonprofit
- Estate
- IRS & State Representation
- Contract CFO & Controller Services
- Financial Modeling for New & Existing Concepts
- Strategic & Operational Planning
- Budgeting
- Financial Forecasting & Projections
- Cash Flow Analysis & Forecasting
- Operational Profit Analysis & Improvement
- Retirement Program Evaluation
- Internal Control Evaluation & Improvement
- Banking Relationships (Loans & Treasury Management)
- Mergers & Acquisitions
- Bookkeeping
- Chart of Accounts & Report Design
- Payroll Processing
- Quickbooks Implementation (Certified ProAdvisor)
- General Ledger & Financial Statement Design
- Sales Tax Jurisidiction Identification, Registration & Tax Filing
