Areas of Practice
AUDIT & ASSURANCE
- Financial Statement Audits
- Workers Compensation Audits
- LWCC Audits
- GL Audits
- Non-Profit Audits
- Reviews & Compilations
- Employee Benefit Plan Audits
- Accounting Infrastructure Set- up
ADVISORY
- Monthly Financial Reviews
- Business & Personal Consulting
- Business Start Ups
- Process & Data Analytics
- Dashboarding/Data Visualization
- Internal Controls
- Business Exit Strategy Planning
- Business Valuation
- Forensic Accounting
- Litigation Support
- Financial Forecasts & Projections
- Tax Analysis
- Healthcare Consulting & Reimbursement
- Nonprofit Management
- Employee Benefit Plan
- HR Services
TAX
- Business Tax
- Sales Tax
- State and Local Tax (SALT)
- Individual, Family, and Fiduciary Tax
- Nonprofit Tax
- Concierge Strategic Wealth Tax Planning
- Tax Resolution
- Quarterly Estimated Taxes
- Tax Notices
ACCOUNTING
- QuickBooks Certified Experts
- Monthly/Quarterly/Yearly Financials
- Weekly Reconciling
- EOM Account Review
- Monthly Financial Reviews
- Cloud-based Solutions
- All staffing in USA
- No billable hours
- Location Coding
- Banking & Investor Relationships
- *Budgeting, Forecasting & Strategic Planning
- *Job Cost Accounting
- *Full Service Payroll
- *W2 & 1099's
WEALTH MANAGEMENT
- Individual & Family Investment Management
- Personal Financial Planning
- Succession Planning
- Asset Protection
- Tax Planning & Compliance
- Estate Planning
- Executive Retirement Plan Consulting
- Insurance
- Charitable Gifting Strategies