Give us a call or text at (908) 206-9599
We continue to evolve and tailor our client service offerings and practices to suit your specific needs. As our profession continues to navigate the ever changing and challenging business, technological and regulatory environments; we are committed to providing the best solution for your via our unique, concierge service model.
In addition to our traditional core offerings as a registered public accounting firm, we also excel at advising and counseling small to middle-market companies navigate the complexities of running and scaling a business. Our services range from interim finance leadership and audit readiness to comprehensive accounting support tailored to your needs. We strengthen your finance function to ensure accurate reporting, improved cash flow visibility, and compliance with regulatory standards. In addition, we provide guidance on securing financing, managing lender relationships, and maintaining debt covenant compliance. We also support acquisition readiness, exit planning, strategic merger initiatives, and succession planning—positioning your organization for sustainable growth and long-term success.
Below please find some of our core offerings:
Tax Planning, Preparation and Compliance
Corporations, Partnerships & Sole-Proprietors
Individuals
Not-for-Profit Organizations
Estates and trusts
Client Representation Before Federal, State & Local Taxing Authorities
Accounting & Advisory Services for Business and Not-for-Profit Organizations
Bookkeeping
Client Accounting (up to and including fully-outsourced accounting services)
Fractional CFO & Controllership
Forecasts, projections and budgets
Business Advisory
Start-up services for new business entities
Assurance Services
Compilations
Reviews
Non-Financial Assurance Services
Incorporation, LLC Filings, & Corporate Compliance Services (all 50 states)
Incorporation & LLC Filings
DBA / FBN Filings
Registered Agent Services
Obtaining a Federal EIN
State Unemployment Insurance
State Income Tax Withholding
Business Licenses (Research, Apply, Obtain)
Monitoring Compliance Due Dates and filing annual reports
Payroll Services
Payroll services provided via trusted 3rd-party partners