Why Our Services

Do you have a customized accounting or bookkeeping system?
Take This Quiz:

Can you answer these 10 questions about your business?

  • Were my total sales up or down last month? And where they designated by category?
  • What was my total gross profit last month? And was it designated by sales category?
  • What is my gross profit per item?
  • What were my expenses by category last month?
  • Who owes me money and how much?
  • Who’s behind in paying me and by how much?
  • How much inventory do I have: in total and by item?
  • To whom do I owe money and how much?
  • What was my profit last month?
  • How much do I OWN, and how much do I OWE?

Do you have all the answers? You need to know the answers to stay on top of the business, so, please work with us, we will provide answers at any time.

Our company provides a balance of good personal interest, while meeting a broad variety of business accounting needs at a very affordable price.

We want you to feel like you are our only client. If you have a priority, it becomes our priority, and we will quickly get you the answers you need to run your business profitably. Regardless of company size, our clients should expect our utmost attention.

But still, by working with us, you have the resources of a full-service accounting provider. We have the resources to fulfill virtually any of your accounting needs, or aid in connecting you with professionals who can.

Incredible Benefits You Will Enjoy

Your accounting system will be tailored to your business.

Your bookkeeping/accounting costs will be substantially reduced.

Your personnel will be free to produce more profits for you.

You will receive properly-designed financial statements that will allow you to manage your business efficiently and help you to better plan for the future.

Choose from hand-posted or computerized programs specifically tailored to meet your accounting needs.

Tax Planning & Preparation

There’s one distinguishing difference between tax planning, and tax preparation. It’s December 31st. In order to beneficial, any planning has to occur before the end of the year; preparation can only take place after the beginning of the year. Although we can’t promise to eliminate taxes, we can help you with both the planning and the preparation in order to minimize them.

Tax planning is an important step in reducing taxes. Together, throughout the year, we will discuss various tax strategies that could potentially save you thousands of dollars. This will enable you to make any needed adjustments before the end of the year so that you have some control over how much you pay in taxes.

Then, at the end of the year, with your help, we will see that your taxes are professionally prepared in a timely fashion to avoid any late fees. In order to offer you such service we have on staff certified Professional Tax Preparers that will assess your tax liability.

Being In the Black


Being in the black can mean a lot of different things. Most business owners, it stands for being profitable. When a business owner sets out on a new venture, establishing a profitable business is one, if not the only, primary driver. Unfortunately, too many entrepreneurs get lost in the day-to-day chores of running the business, and forget their main purpose.

When we, as your accounting professional and Profit and Growth Expert, apply The Universal Business Model we see our primary role as helping you maximize the profitability of your business. With financial skills in hand, combined with access to a variety of analytical tools, each month we will focus our attention on your business’s financial position and progress.


Here’s just a short list of those things you will be able to do with our help as we use The Wisdom Pyramid to ensure that we improve your business’s financial position:

  • You will know how your business stacks up against the competition with the information we provide you in a professional business assessment.
  • You will understand the areas where your business is strong and where it can improve, and we will regularly provide you with suggestions on how to do it. Consider this a Day with your CFO.
  • You will be able to identify trends that expose the helps and hindrances to your business.
  • You will take advantage of tax benefits through regular reviews of your tax position.

By gathering the necessary information through the bookkeeping and accounting process, we will be able to analyze the data and help you make the changes required to improve the profitability of your business. Whether you require an audit or a review of your finances, we can help move your business forward.

Day with your CFO

You probably visit your doctor for a physical examination every year or so. The purpose of this visit is to alert you to health concerns, discuss life changes, and identify remedial action required before it becomes too late.

Allow us to be your Chief Financial Officer (CFO) for a day. In this capacity, we can perform a financial examination that will assess your business's fiscal health. In most cases, we will meet with you following an in-depth analysis of your financial results, and share concerns as well as ideas on how your business can achieve better fiscal health. At the same time we can discuss any upcoming business changes you are planning and determine how they can best be handled. As your Profit and Growth Expert, we are committed to elevating the health and vitality of your business.

It’s amazing how much difference we can make in just one day!