Accounting
Business Services
Financial Statement Preparation
Whether compilations or review statements, we can provide interim or annual financial statements.
Employee Benefit Plans
We can advise you as to the appropriateness of various benefit plans for your business and help guide you through the many types of plans currently available.
Computerizing the Accounting Function
With experience in several accounting packages for the closely-held business, we can help you make the right decision about software and get you up and running.
Ownership Transfers
Whether selling the business or transferring it to a new generation of family ownership, we can provide guidance in this complicated and emotional area.
Individual Services
Financial Planning
we all need financial planning to help us plan for retirement, children’s education or other purposes. Should you increase your retirement contributions? Is saving money in the children’s name the best strategy? With a graduate degree in finance, I can help you formulate your thoughts, review your plans and understand the many options that are available to you.