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Focused on YOU!

Strategies to Help Your Business Thrive

Our Coaching and Fractional CFO Services services help to ensure that you are successful from the launch of your business and forward. We understand the many aspects of running a successful operation, which is why we support you at all levels—from entity selection and initial setup of your accounting records to accounting software conversion and year-round planning.

Take a moment to review our consulting services:

  • Accounting software conversion and implementation
  • QuickBooks® training and consultation
  • Management and control systems review
  • Litigation support
  • Business valuation
  • Strategic planning
  • Entity selection
  • Financial planning
  • College education funding planning
  • Retirement distribution planning
  • Trustee, executor, and administrator service

Certified QuickBooks Expertise

We provide added value to our clients by offering QuickBooks expertise. Our QuickBooks ProAdvisor certifications ensure that we can effectively guide you on system setup, navigation and features…as well as ensure that you maximize the power of the system to keep your books in order.

     

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