Who We Serve

How can we be of service to you?

While we welcome the opportunity to assist any closely held business with its accounting and related concerns, we have developed particular areas of expertise through the years, based on common interests across our client base. Here, we describe some of our areas of concentration.

We take the time to understand your situation, goals and concerns and develop a tailored plan for each client.


We help construction companies improve their cash flow, minimize tax obligations and grow profitability.

Financial Institutions

We provide financial institutions audit & assurance, accounting, tax planning and consulting services.

We have experience with defined benefit plans, profit sharing plans, 401(k), Employee Stock Ownership Plans (ESOP), as well as health and welfare benefit plans.

We help food service businesses like restaurants, bars, grocery stores and wholesalers improve internal controls, plan for growth, minimize tax obligations and grow profitability.

We help independent, single practitioner offices to large physician groups and providers in the health care industry focus on their patients and clients while improving internal controls, saving taxes, and growing profitability.

We help our manufacturing clients improve internal controls, save taxes and grow profitability.

We can assist nonprofit management and audit committees with internal control risk assessments, as well as with the testing of control policies to determine their effectiveness.

We help structure sound transactions to maximize potential returns, save taxes and achieve business and financial goals.

We help startups structure their business, determine internal controls, maximize profitability, and estimate tax responsibility.

We help local, regional, and multinational carriers with the tax and financial issues that the trucking industry faces to maximize tax savings and grow profitability.