Services

01.

Bookkeeping

We can assist with setting up, maintaining, and preparing your books. Keeping accurate financial records is at the heart of any financial decision whether it be for loan applications, financial reporting, or business analytics let us make sure your business is on the right foot.

02.

Financial Statement Audits

We offer digitally enabled audits and reviews. We utilize automated techniques to minimize audit hours, costs, and disruption to your normal operations. Having financial statements that you can trust should be something at the forefront of every business owner and accounting department’s mind, but it shouldn’t be a hassle.

03.

Business Consulting

Work with our team to understand the strengths and weaknesses of your business and where improvements can be made. Let us find you ways to save and ways to make more money.

04.

Tax Preparation

Everyone wants to minimize their personal and business tax burdens. Make sure you are paying the right amount. A consultation with our professionals can put your mind at ease.

05.

Financial Analysis

Are you having trouble understanding the reports your accounting software generates? Do you need assistance in understanding the key trends of your business and what really matters when pitching your company to investors or banks? Let us help you analyze your business to find the key performance indicators and write reports regarding the key metrics you and your investors should be looking out for.

06.

Financial Compilation

Do you own multiple businesses, have multiple business units, utilize different software for different accounting functions, or have a side hustle that you want to see your overall financial health between your job and side gig? If so, our team can create a financial compilation of all of your businesses, business units, or software systems to create an overall review of your financials.

07.

Risk Advisory

Embracing disruption with innovative risk management transforms challenges into a competitive edge, fostering value, trust, and confidence. Successful organizations leverage disruption-induced risks, adapting risk functions, and sharing intelligence for competitive innovation. We can work with you to analyze and seize opportunities while mitigating risks, all within the context of potential loss and value creation.

08.

Tax Consulting

Let us help you minimize your tax burdens for the year. With our tax strategy and planning we can help you plan for the future and save money.

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Additional Services

01.

One-on-one / CEO Coaching

If you need assistance with building the skills to speak financial jargon and hold your own in a business meeting, we can bring you up to speed and get you comfortable with the numbers you see.

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02.

Management Coaching

Great managers tend to be great with people but may fall short on the technical skill set of dealing with financial figures and reporting. Everyone needs help at times to upgrade their skills. Don’t hire a new employee to cover the technical aspect of your business, upskill your managers.

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03.

Workshops & Seminars

We will offer workshops or seminars upon request if you want to train your workforce on newly released accounting guidance based on regulatory changes.

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If You Have Any Questions,
Feel Free to Call 716-868-4100

It is time to bring accounting into the 21st century.

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