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Advisors who care about both you and your business.

Strategies to Help Your Business Grow & Thrive

We support clients on a full-service basis. Our business consulting services ensure that you are successful from the launch of your business and as you move forward. We know that there are many aspects of running a successful operation, and that’s why we cover all the bases—offering everything from entity selection and initial setup of your accounting records to accounting software conversion and QuickBooks training. Take a moment to review our complete list of consulting services, and consider the items that meet your needs:

  • Accounting software conversion and implementation
  • QuickBooks training and consultation
  • Management and control systems review
  • Litigation support
  • Strategic planning
  • Entity selection

BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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Our Specialty

  • Accounting Solutions for Service-Based Businesses

    Service-based businesses require specialized accounting, tax, payroll and other financial services—and our firm delivers. Our skilled team of financial experts have years of experience helping service-based businesses in a wide range of industries successfully manage their day-to-day “back-office” financial operations as well as creating strategic plans for long-term success.
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