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

5 Key Areas to Watch to Keep Your Benefit Plan in Compliance

Employers who offer employee benefit plans like health insurance or retirement benefits are governed by the Employee...

QuickBooks Online: Why to Connect Bank Accounts and The Importance of Coding Accounts Correctly

QuickBooks Online is an important piece of software because it helps ensure the accuracy of your financial records with...

5 Questions to Ask Before Selecting an Auditor for Your Benefit Plan

Under federal law, most organizations with an employee benefit plan that has 100 or more participants with account...