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Streamlining of financial records was key for this business, who came to us with so many records, tax issues and strategic questions they weren’t sure where to start.

They had three separate sets of financial records and we worked with them to come up with one. Because we did that, their property taxes were properly prepared and filed. On the accounting side, we provided guidance on how to book certain types of transactions and empowered them to streamline their own accounting environment.  As a result, we gave them a consolidated picture of what their business looks like and how it is performing. We continue to provide guidance for special types of transactions that need to be properly recorded.

On an ongoing basis, we provide tax strategies for the company including a decision on changing the legal entity, and we hold quarterly management meetings to assist with accounting, business strategy & tax planning.


Tax returns, financial statements, IRS communications and similar items are vital to address and process, but they should not be the focal point. Think of these as tasks to get to the real work, which is providing you the information you need and an interchange of ideas to move you forward. The goal is to help you implement your strategies and vision. This is what we do!