Our services

The full scope—from the books to the boardroom

Audit-grade precision, senior-level judgment, and the institutional experience serious clients rely on. Four core practice areas, one standard of excellence.

Audit-grade bookkeeping & financial reporting

Institutional-quality records, reconciliations, and reporting that stand up to scrutiny. We’ve prepared and defended books through audits, due diligence, and regulatory review for over three decades.

What we deliver

  • Full-chart bookkeeping and general ledger maintenance
  • Bank and account reconciliations
  • Month- and year-end close support
  • Financial statements (P&L, balance sheet, cash flow)
  • Audit-ready workpapers and documentation
  • Support through due diligence and regulatory review

Tax strategy, preparation & controversy

Sophisticated tax planning and compliance for individuals and entities at every scale. We minimize liability, manage estimated payments and extensions, and represent clients when it goes to the next level.

What we deliver

  • Individual and business tax return preparation
  • Tax planning and estimated payment strategy
  • Extension filing and multi-year compliance
  • IRS and state audit representation
  • Controversy and notice response
  • Entity structuring and tax-efficient planning

Payroll & employment compliance

Full payroll processing, multi-state and local tax filings, and compliance with labor and benefits regulations. No learning curve—we’ve handled complex structures and audits for decades.

What we deliver

  • Payroll processing and tax withholding
  • Multi-state and local payroll tax filings
  • W-2 and 1099 preparation and filing
  • Labor and employment tax compliance
  • Benefits and retirement plan reporting support
  • Audit support for payroll and employment matters

Strategic advisory & leadership counsel

Cash flow, budgeting, M&A support, and the kind of strategic advice that comes from having seen every market and every mistake. We’re in the room when the big decisions get made.

What we deliver

  • Cash flow analysis and forecasting
  • Budgeting and variance analysis
  • M&A due diligence and integration support
  • Strategic planning and scenario modeling
  • Board and leadership reporting
  • Ad hoc advisory when you need a senior sounding board

Ready to discuss your needs?

Request a confidential consultation. We’ll outline how we can help and whether we’re the right fit—with no obligation.

Request a confidential consultation