Client Accounting Services (CAS)
We provide full-service real time Client Accounting Services or “CAS” through QuickBooks Online (QBO) or cloud hosted QuickBooks (QB) services to meet the evolving needs of our small and medium size business clients.
Review, Compilation & Audit
We provide CPA reviewed financial statement compilation and audit services to meet your reporting needs.
We identify key tax planning opportunities to save taxes and help you minimize both your current and future tax liabilities.
Our financial planning professionals have the experience to advise clients on complicated tax and financial planning strategies.
We provide proactive business advisory services to improve cash flow and help you maximize profits.
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