Our Services

We are a multi discipline firm with "Zone 7" concepts and our scope of services are extensive.

On the accounting side, we offer a full range of accounting compliance services.  We call these   Zone 1 "Compliance" services.  Compliance services are those things that someone else makes you do; filing tax returns or preparing financial statements for the bank.  We provide those services for individuals, corporations, trusts, partnerships, and estates.

On the business advisory side, we provide our  Zone 2 "Consulting" services. We can work with you or your team on a one-to-one or one-to-many basis.  We can help you establish business goals, build teams and markets, and develop a business succession plan.

On the financial side, we offer Zone 3 "Financial Planning" services.  These are services that you want.   We begin by determining, with you, your current financial situation.  Next, we establish overall financial objectives and help you set intermediate steps to move towards accomplishing your specific goals.  We are able to help you implement those goals due to our access to an extensive selection of financial products.

We advocate investing sensibly for long-term results, in our world of changing economic conditions, family situations, and market swings.  We also help you in establishing and maintaining adequate levels of insurance coverage.  We advise, and you decide.

Zone  4, 5 and 6 are a combination of the three areas that can produce financial solutions.  Who else besides you is interested in all three areas of your financial life?  We are.

Zone 7 is our "Full Service" opportunities and here are some of the specific services that we offer:

  • Business process development
  • Cash management
  • Charitable giving
  • College funding
  • Debt elimination
  • Estate conservation
  • Financial statement preparation
  • Retirement Planning
  • Risk management
  • Tax planning and preparation
  • Team building
  • QuickBooks ProAdvisor