Services

Tax

We are a full-service tax firm. Services include:
• Income tax preparation and planning for individuals and all entities.
• Payroll tax
• Sales/Use tax

CFO/Controllership Services

We work with our clients to:
• Establish efficient month and year-end closing processes.
• Review and analyze financial statements and present to management or board.
• Establish budgets and track forecasts.

ERP Implementations & Configurations

Our expertise in accounting is what truly sets us apart from other ERP consultants. We understand the entire business cycle and the general ledger implications of each transaction. We understand the scope and magnitude of an ERP Implementation and what it takes (cost, time, effort) to make it very successful. We have worked on many successful NetSuite implementations in manufacturing and wholesale distribution, and believe that our skillset can be easily ported to other ERPs.