We are a firm that specializes in providing a full range of solutions to mid-size businesses and business owners. As a multi-year recipient of the 5280 5 Star Wealth Management Award, we work with our clients in helping them reach their goals by increasing value and cash flow for their business. While we provide the traditional accounting services such as tax and assurance, here are a few examples of how we add value through our management advisory services: • Tracking and improving profitability and cash flow while reducing taxes • Assist clients with business development strategy through forecasting and financial analysis • Development and implementation of owner exit planning • Tax planning • Proactively approaching our clients’ needs. We anticipate the client's question. We are proactive in our approach to client service. If our engagement is to prepare a tax return or financial statement, we are keeping in mind our clients goals and how we can help them be more successful. We feel we add the most value to businesses that have the following criteria – • Closely held businesses with gross annual sales between $1-$30 million • The owner is looking for a strategic relationship with their CPA • Businesses operating in the construction, manufacturing, distribution, technology, and professional services (including engineering, architectural, advertising and consulting) industries