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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
  • 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

  • Medical Practices

    We are committed to helping you achieve financial success within your medical practice. Our trained staff understands the challenges that physicians face...

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  • Legal Practices

    Our firm specializes in serving the accounting, tax and financial management needs of attorneys and legal practices. We help legal firms streamline...

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  • Engineering Firms

    We understand the unique challenges that engineering practices face. As your trusted advisors, we work with you throughout the year...

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  • Consulting Firms

    Our trained staff understands the unique challenges that your consulting firm faces. As your trusted advisors, we work with you throughout the year to evaluate your practice and ensure ...

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