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Business Consulting

Strategies to Help Your Business Grow & Thrive

We support clients on a full-service basis. Our business consulting services ensure that you are successful from the launch of your business and as you move forward. We know that there are many aspects of running a successful operation, and that’s why we cover all the bases—offering everything from entity selection and initial setup of your accounting records to accounting software conversion and QuickBooks training. Take a moment to review our complete list of consulting services, and consider the items that meet your needs:

  • 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

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.

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Our Specialties

  • Nonprofit Audits

    Our firm specializes in serving the unique audit needs of nonprofit entities. The expertise of our team allows us to help our clients keep up with the ever changing requirements...

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  • Municipal Government Audits

    Our firm has years of experience performing municipal government departments and organizations. Our genuine understanding of the unique audit requirements for these entities...

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  • Service-based Businesses

    Service-based businesses require specialized accounting, tax, payroll and other financial services—and our firm delivers. Our skilled team of financial experts have years of experience ...

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  • Real Estate

    We are dedicated to helping professionals in the real estate industry build a profitable enterprise. Our firm has earned an excellent reputation working with clients focused on the real estate industry...

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