We provide an array of services, but are not a "one-stop-shop": certain tasks we prefer to refer to the Specialists, while keeping our hand on the pulse along the way. We specialize in: - tax reduction strategies putting thousands of dollars back in your pocket - business plans and strategies for start ups - small business owners (personal tax strategies and planning, big or small) - small businesses: bookkeeping, accounting, growth strategy for start ups, cash management & projections, budgeting and managing and sustaining growth, taxation: preparation and strategic planning - High net worth individuals: tax strategy & planning and wealth preservation - Outside Controller and CFO services - educating our clients to be smarter about their money and their taxes