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.
While most of us look forward to the holiday season, it can also be a major source of stress. We’ve borrowed several fast and easy mindfulness techniques you can use to help reduce stress when your “Ho-Ho-Ho!” turns into “Oh-No-No.”
When is the last time you thought about what you’re most thankful for? If you’re like most of us, it was probably last Thanksgiving. But even crazy and chaotic years have their points of light, so here’s a handy list to help prepare yourself in case you’re put on the spot at this year’s Thanksgiving dinner. By the way, It’s also a good reminder of just how much we have to be thankful for.
Ah, the freedom of freelancing. You’re the boss, so you can set your hours, pick your clients and choose your projects. Plus, you’re solely responsible for paying your own taxes, at tax time and all year long—