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Focused on YOU!

Build a Solid Financial Foundation for Your Business and Your Future

Every business is different, but they all have one thing in common: there is never enough time or energy to devote to financial matters.

To truly control your business, you need a solution that addresses the unique needs of your business—and a team you can trust to provide the guidance and expertise you need to help you take care of your finances, so you can focus your energy on nurturing your business.

Take a moment to review our complete list of consulting services, and consider the items that meet your needs:

Business Planning

  • Business expansion and acquisition analysis
  • Business plan development
  • Financial projections
  • Cash flow, net worth and profit analysis
  • Financial ratio reporting with comparison to specific industry benchmarks
  • Sale of business and succession planning
  • Business valuations
  • The family limited partnership option and evaluation

Financial Planning

  • Customized retirement planning services
  • Life and disability insurance needs analysis
  • Estate planning with an emphasis on minimizing taxes
  • Development of college funding plans
  • Employee benefit options and planning

Business Operation

  • Family limited partnership and incentive plans
  • Dealings with lending institutions
  • Buy vs. lease reporting and analysis
  • Planning for cost reduction
  • Efficient use of cash and debt

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

  • Automotive Repair

    Survival in the automotive repair business takes technical expertise, customer service savvy and specialized knowledge of financial operations. Our firm has worked with many auto repair shops to help them maximize cash flow ...

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  • Contractors

    We are dedicated to helping you achieve success within your construction business. With extensive experience providing full-service accounting to the construction industry, we are intimately familiar with your day-to-day operations ...

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  • Farmers

    We are dedicated to helping you achieve success. With extensive experience providing full-service tax and accounting to the agriculture/farming industry...

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  • Manufacturing

    We understand that manufacturing businesses are unique—having to deal with complex inventories, volumes of forms, and always seeking ways to operate more efficiently within various markets ...

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  • Professional Service Providers

    We are committed to helping professional service providers build successful enterprises. Our skilled team of financial experts have years of experience in providing accounting...

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