financial performance preparation

We can help companies maintain financial performance by providing relevant and timely internal financial statements. We are able to use our specialized industry knowledge to create templates for our clients which enable them to analyze their business more effectively.

executive outsourcing

Having the experience as Chief Financial Officers and Controllers, we have been able to step into executive positions aiding our clients with the loss of key personnel until the gap can be filled and assisting with the transition.  

tax strategy and preparation services

We strategize with our clients to obtain maximum tax savings through consultations on entity set-up, retirement planning, state tax credits, etc for both business, trusts and individuals.    

audit preparation support

We can assist clients with creating an audit support package and be the bridge between our clients and their external auditors.  


We have the expertise to prepare consolidated GAAP financial statements.   

control implementation and review

We have extensive internal control experience with a variety of industries.  We help our clients implement and maintain a solid control environment.  

technical accounting consultations

With many years of technical accounting research and documentation experience, we can assist our clients with the proper documentation and implementation of technical accounting literature.  

specialized industry knowledge

We have specialized industry knowledge in construction, real estate, exempt organizations, restaurants and professional services including physicians, dentists, veterinarians, insurance agents and law firms.