Accounting Services
- Bookkeeping service
- POS setups and training
- Payroll services including payroll taxes
- Tax planning
- Outsourced accounting
- Outsourced controllership
- Financial statement preparation
- QuickBooks support
- Compilations and reviews
- Incorporation and new business advisor
- IRS representation
- Budgets and forecasting
Business Advisory & Development
- Governance, Risk & Compliance
- Strategic & Management Consulting
- Transaction Svc/ Deal Integration
- Litigation support
- Merger & Acquisition
- Succession planning and evaluation
Financial Services
- Cash flow analysis
- Budgets
- Business process improvement
- Compilations and reviews
- Financial projections
- Financial planning
- Management and operations review
- Inventory controls
Wealth Management
- Wealth Planning
- Family & Trust
- Life & Estate
Insurance
- Life
- Annuities
- Health
Tax Services
- Compliance
- Planning
- Federal and international
- State & Local (Sales/Franchise)
Investment services
- Mutual Funds
Industry Coverage
- Transportation
- Hospitality
- Retail
- Nonprofit organization
- Real estate
- Construction
- Technology
- Others
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