Business Accounting & Advisory

Deep Analysis | Expert Guidance

Consistent with our core mission, we are fully committed to providing excellence in all facets of our service delivery to your business. From our extensive professional experience working with large, medium, small and closely-held family businesses, we believe the following service areas provide high value to your organization as it continues to grow and achieve success:

  • Assuming the accounting and finance ‘subject matter expert’ function for your organization, so you can focus on the core of your business;
  • Proactively identifying tax, accounting and other business-related planning opportunities for you;
  • Sharing relevant regulatory developments and updates to you for your general awareness and keeping-current purposes;
  • Leveraging our professional and industry experience to advise you on matters outside of our immediate service delivery; and
  • Frequently communicating with you, with value-added insights and observations from our review of your financial information and results.

Our service delivery is an on-going and iterative process, and we welcome your feedback and additional ideas for service enhancement. Common services bundled for a fixed monthly, quarterly or annual fee depending on your needs include:



Tax Compliance & Planning

  • Prepare Federal, State and Local income tax returns
  • Prepare Form 1099s for independent contractors
  • Tax planning and projection analysis


Includes Basic plus:

General Accounting

  • Record financial transactions within the accounting system
  • Process bills and payments
  • Monitor credit card payments & receipts
  • Perform bank and other account reconciliations
  • Prepare financial statements
  • Prepare budget-to-actual reports

* Available in monthly, quarterly, or annual frequency


Includes Standard plus:

Outsourced CFO

  • Create and monitor financial projections and forecasts focusing on management determined Key Performance Indicators (“KPI’s”)
  • Perform revenue and expense analysis
  • Perform cash flow analysis
  • Summarize observations for management decision-making
  • Business organization structure assessment for tax planning and long-term growth strategy

* Formal deliverables provided on a monthly basis, with periodic connections with management between deliverables, to maximize impact of observations and insights

Choose the solution that is right for your business and contact us to start collaborating.