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All Services

We offer a suite of financial and business services. In some cases, clients know exactly the service they seek and we are here to meet such needs. In other cases, clients have a goal and are seeking professional and value-add services. 

 

We will listen, clarify, and help assess your specific situation so you can be informed of your options and make the best strategic choice for your financial and/or business needs!

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Advisory and Advocacy

We offer a suite of financial and business services. In some cases, clients know exactly the service they seek and we are here to meet such needs. In other cases, clients have a goal and are seeking professional and value-add services. 

 

We will listen, clarify, and help assess your specific situation so you can be informed of your options and make the best strategic choice for your financial and/or business needs!

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Audit and Assurance Support

We offer a suite of financial and business services. In some cases, clients know exactly the service they seek and we are here to meet such needs. In other cases, clients have a goal and are seeking professional and value-add services. 

 

We will listen, clarify, and help assess your specific situation so you can be informed of your options and make the best strategic choice for your financial and/or business needs!

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Bookkeeping and Payroll

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Business Planning and Services

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Cash Management and Cash Flow

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Consulting & Operational Excellence

Business operations is continually focused on compliance, efficiency, and effectiveness. Taking steps to identify, assess, prioritize, execute, and validate the success of changes can be a challenge even for the biggest companies. We have years of hands-on leadership in driving continuous improvement.   

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Financial Planning - Individual and Business

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Financial Statements and Financial Analysis

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Quickbooks

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Sales Tax Services

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Tax Planning and Tax Return Preparation

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