Accounting & Tax For Business

How do you measure your success? What keeps you up at night?  How do manage your business?  We’ve built companies from the ground up.  We understand how difficult it is to compete and be successful year after year.  As such, our professionals know that your concern is your bottom line and we work to develop solutions so that you continue to succeed.  We care about helping you achieve your business goals.

Our firm offers a wide range of services to our business clients. Because our firm is relatively small, our clients benefit by getting personalized and quality service that is without comparison. Below we have listed some of the services that we offer to our clients. This list is not all-inclusive; please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

We serve clients in Oregon, California, Michigan, Florida, and Connecticut, as well as across the country.

Our services can include:

• Account Reconciliations
• Accounts Payable/Receivable
• Audit and Tax Schedules
• Bookkeeping and Bill Paying
• Budgeting, Forecasting and Projections
• Cash Flow Monitoring
• CFO Advisory Services
• Cloud-based Accounting Software Solutions
• Financial Statements Preparation
• Fixed Asset Management
• General Ledger Accounting
• Implementation of New Accounting Software Packages

Our Four Imperatives

1. Individualized Service

We understand the importance of personal consultation. We believe that personal service and attention to detail are imperatives. We have developed a unique menu of services that utilizes a number of external resources, giving us the ability to deliver well-researched advice personalized to your needs.

2. Preparation

We see today and prepare for tomorrow. In today’s tumultuous business environment, the planning of today may need to be adjusted, sometimes drastically to meet the needs of tomorrow. We balance current and future considerations when we develop solutions. Our goal is to advise with flexibility.

3. Relationships

We value enduring relationships. We view ourselves as your “partners” in an ongoing professional relationship that leverages our skills with the skills and interests of you, our individual clients.

4. Empowerment

We empower our clients to make the decision. It’s true we design the solutions to assist our clients. But equally importantly, we apply teaching techniques to assist our clients to know the “how” and the “why” of a solution. It is only then our clients can make an informed decision.