Closely held businesses and not-for-profit organizations frequently have need for ongoing and special financial services. Our range of services is constantly expanding to meet the needs of the business community. Businesses naturally turn to a CPA firm as a trusted adviser for operational, financial, and technological issues that arise.

Some of the areas we can help businesses with include:

  • forecasts and projections
  • assistance with software selection
  • software implementation and support
  • due diligence
  • purchase/sale of a business
  • preparation of periodic compiled financial statements
  • fixed asset and depreciation maintenance
  • preparation of sales and use tax returns
  • preparation of payroll forms
  • preparation of county property tax listings