We work closely with select clients to help them make more informed decisions, grow their businesses, and achieve quality life goals. Profitability and growth consulting engagements are individualized but may include some or all of the following.

• Business entity type analysis
• Budget creation and review
• Cashflow analysis
• Forecasting
• Key performance indicator identification
• Tax planning
• Financial performance review
• Industry benchmarking
• Quarterly action plans
• Major purchase evaluation

We’re your accounting department. You need to focus on running the business. We’ll focus on making sure your numbers are up to date and accurate. We work with you as an extension of your team.

• Reconciling bank accounts
• Reconciling credit card accounts
• Preparing financial statements
• Budget reports

Reduce stress and have confidence that your returns are completed professionally. We offer convenient electronic document delivery and drop-off/pick-up service at our Grandview Heights office.

Business Taxes

• LLCs, sole proprietors
• Partnerships
• S-Corps
• Corporations
• Charitable Organizations

Individual Taxes

• Federal, State, and Municipal income taxes
• Trusts and estate tax returns
• Gift tax returns