Business Services

(707) 588-9700

Small Business Accounting
As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.
 
Part-Time CFO Services
Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
Forensic Accounting
Forensic accountants are more than just number crunchers. It takes a unique combination of skill, intuition, perseverance, diligence, and integrity to do what we do--and to do it successfully. We
 
Reviews - Compilations
Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide three levels of assurance to meet your needs.
Cash Flow Management
A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.
 
Bank Financing
Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing.
Strategic Business Planning
With years of proven expertise in business planning, we make sure that business owners like you have the information--and insights--they need to remain competitive and ensure financial stability for you and your loved ones years to come.
 
Succession Planning
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
New Business Formation
The keys to a successful--and profitable--business are meticulous planning and a methodical approach to running your business. Failing to do this in the initial stages of business formation is often a recipe for disaster, and it's the reason most businesses fail.
 
Non-Profit Organizations
The IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status.
Internal Controls
We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures, then we make recommendations that help your company become stronger.