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Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

Client Accounting Services (CAS)


We are excited to review your needs and optimize processes that work for your particular situation.

What this means for you:

  • You will get near-time insights to help you make better and timely business decisions.

  • You will be relieved of the burden of managing and monitoring accounting staff and their work/output. 

  • Higher value - lower costs.



Tax laws change so often, it's hard to keep up. We have years of experience preparing individual, corporate, partnership, trust, and estate tax returns. We can make sure you get every advantage you deserve.

We are one of the few firms that deal with church and ministerial tax returns.  We also handle foreign income tax issues.



Have you had a bad experience attempting to get questions answered by calling the IRS "800" number.  Our staff is trained to ask the right questions.  After we have a good understanding of all the facts and circumstances of the question or situation, our consultants can give accurate answers to your questions.  


Is doing your own payroll taking time away from running your business?
Have you had to pay a penalty because of errors or missed deadlines?
Does it feel like you're spending too much money on payroll services? 

We can manage all of your payroll needs at a cost-effective rate. We guarantee that your payroll will be accurate, timely, and hassle-free.

Seminars / Training


Our staff is certified in a number of bookkeeping programs, apps, and tools to make you and your staff more efficient.


Contact us about seminars and training in: QuickBooks, TSheets, Homebase, Hubdoc, Zero, FileCenter, Google, and others.

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