Everything your business needs from a CPA firm
From day-to-day bookkeeping to tax planning and preparation, to SOC 2 attestation, we cover the full picture so you can focus on running a profitable business.
Accounting & Bookkeeping
We handle the books so you can focus on what really matters — running a profitable business.
Accurate, up-to-date financials are the foundation of every good business decision. Our team manages your day-to-day accounting and gives you clean numbers you can actually use.
How We Help
- Small business accounting
- QuickBooks setup & management
- Payroll processing
- Bookkeeping
- Financial statement compilations
Tax Preparation & Planning
Year-round tax strategy that minimizes liabilities and keeps your business compliant.
Tax season shouldn't be a scramble. We bring the right tools and expertise to simplify business tax prep, plan ahead, and find the savings that matter — and we handle individual returns when you need them too.
How We Help
- Business tax preparation
- Tax planning strategies
- Payroll tax
- Entity selection guidance
- Individual tax preparation
- Estate, trust & gift tax
SOC 2 Compliance
Full-service SOC 2 support — from gap analysis to pre-audit consulting to Type 1 and Type 2 attestation.
Winning enterprise customers means proving your controls. We guide you through the entire SOC 2 journey so you can demonstrate trust to your clients with confidence. We make getting your SOC 2 attainable, affordable, and fast.
How We Help
- SOC 2 gap analysis
- Pre-audit consulting
- SOC 2 audits & attestation
- Type 1 examinations
- Type 2 examinations
Business Consulting
35+ years of Cleveland business experience, on call for your biggest decisions.
From your first day in business to your eventual exit, we're a sounding board for the decisions that shape your company's future. We've supported businesses through rapid growth, mergers and acquisitions, complete restructuring, and nearly any other situation where a trusted accounting partner can be invaluable.
How We Help
- Cash flow management
- Succession planning
- New business formation
- Business structuring
- Merger and acquisition support