Our firm understands that closely held and family owned businesses are unique and require specialized services. We measure our success by the personal relationships we have with businesses of all sizes and the business successes that we help our clients achieve.
Put our expertise working with family owned and closely held businesses to work for you. We can help you and your co-owners or family members cultivate a prosperous business and develop practical solutions that yield profitability and growth to sustain future generations. Our comprehensive, flexible tax and accounting strategies will address the issues affecting your business and deliver the necessary tools, leadership, and financial acumen to help you realize your objectives.
Our dedicated professionals will partner with you to ensure that you have the financial information and expert guidance you need to optimize your closely held or family business.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.
The holidays can be overwhelming. You only have so many hours in a day, your gift list is long, and your budget may be tight. A bit of up-front planning and prioritizing can help save you time and money. Here are a few ideas to help you minimize the hustle and bustle, stay on budget, and find more peace this holiday season.
Instilling a thankful frame of mind among your staff makes for a gratifying work place. Consider a few suggestions for developing an atmosphere of thankfulness to get into the spirit of the holiday season.