Small Businesses


Small Businesses

We serve about 450 closely-held business clients, partnering with them to navigate the ever-changing tax, regulatory, and competitive landscape. We care about our clients’ well-being and help them create value in their business enterprises.

We work with all types of entities including limited liability companies, S- and C-corporations, joint ventures, and sole proprietorships. Our clients have had success in countless industries because of their entrepreneurial vision and drive.

Growing businesses are constantly facing complicated issues and we help our small business clients ‘see around the corner’ to face challenges head-on. The list of ways we help do this is long and deep:

  • Accounting software selection and implementation
  • Tax preparation and planning
  • Cash flow forecasting and management
  • Budgeting and forecasting
  • Financing assistance
  • Business start-up services, including business plan and financing
  • Liaise with outside professionals such as attorneys, bankers, and investment advisors
  • Compliance filings and annual renewals
  • Restructuring and recapitalization assistance
  • Depreciation analysis, calculations, and timing of acquisitions
  • Financial statement preparation, compilations and reviews
  • Human resources and employee benefits assistance
  • Audits of income and sales taxes
  • Multi-state and nexus issues
  • Mergers and acquisitions
  • Outsourced accounting and bookkeeping services
  • Contract controllership and CFO services
  • Payroll and payroll tax compliance
  • Employee benefits, including retirement plan advice
  • Succession planning
  • Estate and trust planning