Trusted Advisory Services

If you are business that has reached the point that you need professional advice, but can’t afford a full-time professional such as a Controller and CFO, then you would benefit from our “Trusted Adviser” service. If the following list identifies some of your needs then this service is for you:

  • Better understanding of the financial side of your business
  • Improved decision-making capabilities
  • A readily available sounding board to help you make those “tough” decisions
  • Comfort from knowing a licensed professional is overseeing, protecting and constantly improving the financial side of your business
  • Training/managing your accounting staff
  • Improve the quality and timing of your financial statements
  • Budget preparation and monitoring
  • Profitability analysis by service or product line
  • Tax saving strategies
  • Trend analysis
  • Cash management
  • Liaison with bankers, attorneys, vendors, insurance agents, etc…
  • Assistance in obtaining financing from banks
  • Development of company accounting procedure manuals
  • Analysis of equipment purchases, expansions, etc…
  • Custom designed collection policies and procedures


Contact us today for a free quote


QuickBooks Support

Have a QuickBooks question? Quick access to accurate information is essential to maintain the integrity of your financial statements. Employees in your accounting department will find comfort in knowing an expert is only an email or phone-call away. We only charge $20 per question, which is well worth the money and time saved from dealing with several wasted hours of aggravation and embarrassment. Questions may be called in, left on voice mail, faxed or sent via email. We will respond within 24 hours. We guarantee that will address your question to your full 100% satisfaction, or you don’t pay!


Contact our experts today


Personal/Family Finance

  • Get out of Debt Planning
  • Budgeting and record keeping Advice
  • Credit Repair
  • Offering second opinions regarding household issues and unexpected situations (should the hot water heater be fixed or replaced)
  • Retirement Planning
  • Back Taxes


Contact our experts today


Elder Care

Has your loved one reached a point in their life where they need extra help and support in their day-to-day financial life? We offer several services for those dear citizens who need assistance:

  • Reviewing and paying household bills
  • Budgeting and record keeping
  • Ensuring money is received and deposited correctly
  • Offering second opinions regarding household issues and unexpected situations (should the hot water heater be fixed or replaced)
  • Handling day-to-day financial transactions (repairs, maintenance, medical bills)
  • Planning retirement account distributions so all penalties are avoided
  • Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed
  • Preparing an inventory of personal assets and investments
  • Identifying and planning the retirement income, needs, and goals
  • Determining short and long term cash flow needs
  • Addressing questions about lifestyle, Social Security, pensions, Medicare, etc…
  • Monitoring of investment portfolio
  • Preparing, planning and filing income, trust, gift and estate taxes


Contact us today to discuss your needs