Our Services

Whether you are a start-up or an established business, we are the right team for you!

We will customize our services to fit your specific business needs, and depending on your unique situation and preference, we can either:

  • Offer you the option of outsourcing your entire bookkeeping, payroll, financial planning, banking or human resources functions to our consulting team, or

  • Provide you on-site management of your existing accounting staff.


  • Daily business transactions, including accounts receivable, accounts payable and inventory
  • Bank reconciliations
  • Cost accounting processes
  • Finance and accounting policies and procedures
  • Quarterly sales and use tax reporting
  • Monthly financial statements
  • Management reports
  • Board of Directors' presentations


  • Process payroll
  • Live checks or direct deposit
  • Quarterly and year-end statutory reports
  • Workers compensation reporting

Financial Planning

  • Annual and long-term budgets
  • Cash flow projections
  • Business modeling
  • Budgetary control systems
  • Variance analysis

Finance & Banking

  • Loan package
  • Credit line reporting

Tax Preparation

CRTP CTEC Registered Tax Preparer

  • Tax estimates and planning
  • Tax return preparation

Human Resources

  • HR administration
  • Employment policies and procedures
  • Employee handbook
  • Health, retirement and other benefit plans
  • HR processes, records and reporting

Other Services

  • Define business risk and structure insurance coverage
  • Staff recruitment and training
  • Selection of accounting software