Our Customized Solutions

For companies contemplating and/or using QuickBooks. Customized QuickBooks Packages including migrating and improving:

• Chart of Accounts 
• Customer/Vendor Databases
• Product/Service Tables
• AP/AR Modules
• Sales Tax Implementation

To enhance and streamline your accounting. Software experience includes:  

• QuickBooks
• NetSuite/Sage/Foundation
• Microsoft Dynamics 365
• ComputerEase

Designed to help organizations manage their day-to-day operations.   Services include:

• Budgeting
• Financial Statements
• Customized Reporting
• Forecasting

  Ensure your business complies with industry norms, legal requirements, and contractual obligations. 

• Regulatory Compliance
• Risk Management
• Fraud Detection
• Workflow Automation/  Streamlining

  Manage risks and opportunities across all of your business locations.

• Income/Franchise Taxes
• Sales/Use Tax
• Annual Reporting
• Unemployment taxes
• Workers' Compensation

 We offer expert guidance and strategic solutions to help businesses achieve their goals. Services include:

• Mergers/Acquisitions
• Succession Planning
• Virtual CFO Services
• Legacy Planning