Small to Mid-size Businesses

Creating and running a small business is no easy feat. Our team is committed to serving and helping alleviate some of the challenges commonly faced by small to mid-size businesses. With the help of our operational and financial services, you can focus on your business venture and vision, while remaining in the loop on the health of your business.

Our services range from tax preparation, planning and representation, business valuation services with our credentialed and experienced business valuation analysts, audit and accounting assistance, payroll services, forensic accounting services for investigations or fraudulent activity through litigation support and witness testimony, as well as efficient technical support to enhance your operational strategies. Regardless of your needs, our team has you covered.

Lisa F 2018

Lisa DeVaughn Foley

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Insights

Streamlining Your Finances: How QuickBooks Online Automates Financial Data

In today's fast-paced business environment, automation isn't just a luxury; it's a necessity. QuickBooks Online (QBO)...

Understanding the Impact of the One Big Beautiful Bill Act on Healthcare Taxation and Business Planning

Signed into law on July 4, 2025 (Public Law 119-21), the One Big Beautiful Bill Act (OBBBA) is a sweeping tax reform...

Navigating Healthcare Margin Pressures and Financial Planning Strategies in 2025

Independent medical practices are facing one of the toughest financial landscapes in decades. Unlike large hospital...

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