Our Services

How We Can Help You?

Our Firm offers accounting, tax, audit, and consulting services to individuals, nonprofit organizations, start-ups, and small businesses. 

We believe in our clients and their businesses. We do not believe that people start a business to stay small or to fail.  What separates us from other CPA firms is that we are constantly thinking of ways our clients can increase revenue and/or cut costs.  We share ideas with our clients that will help them grow their businesses and not just prepare their annual tax returns. 

Along with providing accounting and tax services, Our Firm educates our clients on the current and future Accounting Standards and Tax Regulations that would ensure that their financial statements and tax returns are free from error and material misstatement. 

In addition, Our Firm uses our network of professionals to direct our clients to the best resources (i.e. marketing, branding, website development, photography, and legal) that would power their businesses forward.  

Our Services

  • Accounting

    Proper accounting records are crucial to operating a successful business! This service includes posting transactions, reconciliations, and year-end closing.

  • Tax Preparation

    Filing your annual tax return can be stressful...  Let us ease the stress and help you take advantage of all of the tax deductions and credits available to you.

  • Financial Statement Review

    We will perform analytical procedures on your already compiled financial statements and issue a report.  

  • Best Practice Consulting

    We have years of experience in public accounting which allowed us to gain an understanding of how an organization should operate based on regulatory standards.  Let us help you improve your processes and internal controls.

  • Financial Statement Compilation

    Financial statements are to be prepared in accordance with the Generally Accepted Accounting Principles in the United States.  We will compile your financial statements based on your accounting records and information provided.

  • Financial Statement Audits

    We will examine your accounting records in accordance with Generally Accepted Auditing Standards, and provide an opinion about whether the financial statements are fairly presented. We will perform procedures to gain reasonable assurance, not absolute assurance, that the financial statements are free from material misstatement.

Areas of Expertise

  • For-Profit & Not-for-Profit Accounting

  • Accounting for Cryptocurrency

  • Risk Assessment

  • For-Profit & Not-for-Profit Tax Preparation

  • Financial Statement Preparation

  • Financial Statement Audits

  • Employee Benefit Plan Administration

  • Compliance Audits

  • Internal Controls

Ready to Get Started?

Use our secured client portal as your one-stop shop to schedule a consultation, upload documents, and make payments.