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Our firm has the resources, experience and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast and cost-efficient manner.

The Controllership Advantage™
Comprehensive accounts receivable, accounts payable and payroll services:
- Accounts receivable invoice tracking and aging analysis.
- Accounts payable processing, bill payment and aging analysis.
- Payroll processing, tax liability payments and all quarterly and annual payroll tax filings.
The Accounting Advantage™
Timely and accurate financial statement reporting:
- Internet based accounting platforms; anytime/anywhere access.
- Support Thompson CBS/ASP© and Quick Book© platforms.
- Accounting software and data maintained with a secure application service provider (ASP).
- Cash management, bank account reconciliations and general ledger maintenance.
- Monthly, quarterly and annual financial statement compilation or trial balance options.
- Financial statement current year vs. budget and/or prior year comparison options.
The Tax Advantage™
Future focused tax planning and compliance services:
- Integrated business and individual income tax planning for the business owner.
- Preparation of business and individual income tax projections that identify tax planning opportunities.
- Business tax compliance for corporations, partnerships, limited liability company entities and sole proprietorships, including income tax, sales tax, property tax and information reporting returns.
- Individual tax compliance for business owner, including income and gift tax returns.
- Representation with respect to federal, state, or local business or individual tax audits or notices.
The Consulting Advantage™
Controllership, accounting, and tax advisory services:
- Controllership, accounting and information technology related consulting based on specific issues confronting the business.
- Tax research and consulting based on specific circumstances of the business or individual business owner and/or transactions under consideration.
The Learning Advantage™
Workshops designed to enhance the entrepreneur’s skills, capabilities and performance.
- Goal Cultivator Community™ : a discussion group for individuals that are committed to transforming their futures through a lifetime activity of goal cultivation.
- Confidence Community ™ : a discussion group for individuals that are committed to continuously increasing their personal confidence in all areas of their lives.
The Financial Advantage™
- Comprehensive financial planning for the business owner provided through an alliance with a prominent financial services firm; with an emphasis placed on wealth creation and preservation.
- A no obligation referral arrangement with the financial services firm with respect to available investment, insurance and annuity products.
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