• Accounting
        • Your financial statements should show a complete picture of your business, and lay the foundation to help you create a strategy for the future.
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        • Tax
        • Tax returns prepared to ensure we minimize your liability and keep more of your earnings over the long term.
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        • Business Advisory
        • From proper entity selection at the inception of a business to developing an exit strategy, we are here to guide you in making informed decisions that are goal driven and take into consideration the materiality of your financial situation.
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        • QuickBooks
        • We maximize your QuickBooks investment by customizing the software to meet your specific needs and industry best practices.
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        • Litigation Support
        • We employ strong analytical and communication skills to produce evidence that supports your position in cases of a dispute or negotiation.
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        • M&A Advisory
        • Whether you are selling, acquiring or expanding, we are well equipped to ensure you respond to opportunities swiftly and with confidence.
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        • SJG
        • Manufacturing & Distribution
        • Success in manufacturing and distribution hinges on your ability to manage numerous details with accuracy and foresight into how they impact current and future operations.
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        • Consulting Services
        • You focus on your core competencies, customer service and strategy and we’ll keep you from getting caught off-guard by daily financial tasks or overwhelmed by growth.
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        • Medical
        • Patient care is your primary concern. Providing the best clinical experience for your patients continues to get more difficult and costly. Delivery models are changing from fee for service to quality based.
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        • Legal
        • Running a legal firm is a balancing act with high stakes. Your reputation hinges on your ability to support clients with responsiveness and accuracy.
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        • Real Estate
        • Real estate is characterized by large material gains and losses. Every transaction has the potential to impact your accounting and tax situation.
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        • Technology
        • Perhaps more than any other industry, technology companies must have an infrastructure built to scale. A culture of continuous iteration requires an ability to account for a fluctuating profit margin.
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        • Professional Services
        • With a consultative, integrated approach to accounting, tax and consulting services for businesses and individuals, we work hand in hand with you to achieve your goals.
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        • Renewable Energy
        • Renewable energy is an area of growing interest for businesses, as well as the advantageous tax incentives when transitioning operations to include new energy solutions. Read our series of articles to LEARN MORE.

  • CAREERS
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Marketing

Do You Need a Virtual CFO?

Every company must find an efficient way of handling accounting and bookkeeping functions. For many businesses, an outsourced accounting solution makes good business sense and provides much needed support with financial management. Some businesses and high net worth individuals will want to take their financial operations to another level and consider outsourcing the chief financial

Do You Need a Virtual CFO? Read More »

IRS Plans to Scrutinize Wealthy Taxpayers in Major Compliance Push

With the Inflation Reduction Act of 2022 allocating substantial funding to the Internal Revenue Service (IRS) for tax enforcement activities, the IRS has made no secret that it will scrutinize high wage earners, wealthy taxpayers and corporations in a new compliance push. The agency is expected to hire scores of additional enforcement agents and implement

IRS Plans to Scrutinize Wealthy Taxpayers in Major Compliance Push Read More »

Benefits of Outsourced Accounting Services:
Keep These Ideas in Mind

Accounting and bookkeeping are important functions for any company. However, not every business has the resources to hire its own internal staff to handle financial management tasks or become QuickBooks experts. In addition, as a business grows, its needs will change. Bookkeeping systems that worked well initially may not keep up with expanding operations. For

Benefits of Outsourced Accounting Services:
Keep These Ideas in Mind
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Alternative Energy

Now is the Time to Invest in Renewable Energy

As the Inflation Reduction Act of 2022 (IRA) turns one year old, companies in the renewable energy sector are seeing their growth “turbocharged,” fueled by increased demand for products and services that supply greener sources of power. We’re seeing significant shifts in consumer behavior, whether driven by altruism, climate concerns, or sheer practicality. As Americans

Now is the Time to Invest in Renewable Energy Read More »

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