Services
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Whether you need assistance with a specific accounting or tax issue or an ongoing advisory relationship, we would be happy to discuss your needs.
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Small & Mid-Sized Businesses
Tax planning and compliance, accounting, financial statements, QuickBooks support and ongoing advisory services for privately held and owner-managed businesses.
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Government Contractors
FAR and DCAA compliance, indirect rates, cost accounting, timekeeping systems, QuickBooks configuration and preparation for DCAA accounting system reviews.
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Virtual CFO & Business Advisory
Financial reporting, budgeting, forecasting, cash-flow analysis and strategic financial guidance without the cost of a full-time CFO.
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Private Equity & Portfolio Companies
Accounting oversight, consolidated reporting, tax compliance, post-acquisition support and Virtual CFO services for investors and portfolio companies.
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High-Net-Worth & Family Office
Coordinated tax, accounting and advisory services for business owners, investors and families with complex financial structures.
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Job Costing, Cost Accounting & R&D
Specialized accounting and advisory services for manufacturing, construction, high-tech, R&D and project-based businesses. We help companies develop systems to track labor, materials, overhead, project costs and profitability while addressing related accounting and tax requirements.
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Business Tax & Accounting
Federal and multi-state tax compliance and planning for corporations, S corporations, partnerships, LLCs, estates, trusts and complex business structures.
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QuickBooks & Accounting Systems
QuickBooks setup, cleanup, review and accounting-system support designed to produce accurate and useful financial information.
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Accounting Technology & Automation
Accounting system implementation and configuration, custom database development, reporting solutions, workflow automation, and practical AI-assisted tools designed to improve efficiency and financial management.
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