Trust Estate Accounting Tax Services

Client Outside CFO & Accounting Department

iToday’s streamlined economy has inspired creative reorganizations in small to medium-sized companies. One common strategy is the elimination of the accounting/bookkeeping department. With the advent of cloud computing, remote access, and paperless back offices, we have developed procedures to fill that void at a fraction of the cost that a company would spend for their own internal personnel.

Our experienced accountants and bookkeepers work closely with upper management in all financial areas. This arrangement works especially well when combined with our tax and strategic planning services.  Since we constantly monitor the financial health of the company, we are able to engage in tax planning with financial records we can trust. Likewise, when we produce a strategic or business plan, we are better positioned to implement the plans, measuring the company’s progress against their key performance indicators.

Our clients have utilized this service without having to hire full time employees who incur costs such as payroll taxes, worker’s compensation, and employee benefits.


Rick and Brandon ShowImprov-ing Business Podcast

Get the latest episode from Rick and Brandon!