As a business owner, we understand that you are focused on trying to run and grow your business. But we also understand that it is difficult to do everything. Let us be your Chief Financial Offer and help you with any of the following areas:

We offer consulting services in the following areas:

Medical & Dental Practices, Small Businesses, Non-Profit Organizations and Churches

  • Payroll Services
  • Financial statement write-up
  • Federal and State filings
  • Retirement plan analysis and setup
  • Financial analysis and profitability review
  • Management analysis and review
  • Financial systems setup
  • Financial management review
  • Financial management training for board members and staff
  • Investment policy statement development and review