what we do

Accounting & Assurance

Our clients come from all walks of life—family-owned businesses, closely held corporations, individuals, partnerships, non-profits, cooperatives, condos, and private clubs. No matter your size or structure, we’re here to help. 

We offer three core accounting services: compilations, reviews, and audits, tailored to meet your specific needs and give you clarity and control over your financial reporting.

A compilation is the most straightforward service, where we take the financial information you provide and present it in a clear, organized format as financial statements.
A review dives a bit deeper. Using industry-approved analytical and inquiry procedures, we evaluate your financial data and provide an internal review report, financial statements, and a corporate tax return. Our team ensures your finances align with best practices, giving you confidence and peace of mind.
An audit is our most comprehensive service, providing an independent and in-depth analysis of your financial position. We assess whether your statements are fair and accurate and provide a management letter with actionable recommendations to strengthen your business operations.

Whether you’re a growing startup or an established organization, we bring professionalism, care, and expertise to every engagement. Let’s help you build a stronger, more transparent future.

small business owners shaking hands

How We Can Help:

  • General Business Consulting
  • Development and implementation of accounting software and systems
  • QuickBooks advisory services with certified Pro-Advisors
  • Internal control evaluation and recommendations for strengthening these controls
  • Assistance in business start-up
  • Cash flow analysis and projections
  • Succession planning
  • Business valuations
  • Business plans, projections, and forecasts