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Family Office

Accounting Professionals Dedicated to the Success of Your Family Office

Our firm understands that closely held and family owned businesses are unique and require specialized services. We measure our success by the personal relationships we have with businesses of all sizes and the business successes that we help our clients achieve.

Put our expertise working with family owned and closely held businesses to work for you. We can help you and your co-owners or family members cultivate a prosperous business and develop practical solutions that yield profitability and growth to sustain future generations. Our comprehensive, flexible tax and accounting strategies will address the issues affecting your business and deliver the necessary tools, leadership, and financial acumen to help you realize your objectives.

Our dedicated professionals will partner with you to ensure that you have the financial information and expert guidance you need to optimize your closely held or family business.


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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