Small Business Accounting 
As a small business owner you have a lot on your plate. Let us take care of your books for you, so you can focus your time on your business's growth, development, and profitability. We provide peace of mind and a stress free solution to your bookkeeping nightmare. 

Part-Time CFO Services 
Our Part-Time CFO service gives you a professional financial manager who works with your team to help guide your business to success. Our team member will provide insight into your business analytics and will provide recommendations for growth. 

Bank Financing 
Requesting a business loan without adequate preparation can be scary and almost always ends with a denial. Let our business consultants assist you with assembling your business plan and loan request, to help ensure success at your financial institution of choice. 


Business Valuation 
Objective valuation can make the difference between loss or gain, success or failure. Our team can provide you with a proper market evaluation and assist in the sale of assets within the business or the business as a whole. 

Strategic Business Planning 
If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction. Putting pen to paper using "SMART" goals will help your business achieve the next level. 


Succession Planning 
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next. Our team will help create a smooth transition plan that is well timed and thoughtfully executed. 


New Business Formation 
Opening your own business is exciting and terrifying. Our team will help alleviate stress and set your business up for many successful years to come. 

Non-Profit Organizations 
The IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status. Let our team of experts help you establish and maintain your nonprofit's financial records to avoid penalties and allow you to focus on your organization's mission. 

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