BUSINESS
  • Tax planning and preparation

  • Business growth strategies

  • Management improvement coaching

  • Financial modeling

  • Bookkeeping

PERSONAL 
  • Tax planning and preparation

  • Personal financial strategies

  • Retirement planning

  • Divorce services

NON-PROFIT AND TAX EXEMPT STATUS
  • Obtaining tax exempt status

  • Bookkeeping services

  • Tax return preparation

  • Board orientation

  • Board governance issues

  • Planned giving

  • Strategic planning