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Closely Held & Family Businesses

Accounting Professionals Dedicated to the Success of Your Family Business

Our firm understands that closely held and family owned businesses are unique and require specialized services. We measure our success by the personal relationships we have with businesses of all sizes and the business successes that we help our clients achieve.

Put our expertise working with family owned and closely held businesses to work for you. We can help you and your co-owners or family members cultivate a prosperous business and develop practical solutions that yield profitability and growth to sustain future generations. Our comprehensive, flexible tax and accounting strategies will address the issues affecting your business and deliver the necessary tools, leadership, and financial acumen to help you realize your objectives.

Our dedicated professionals will partner with you to ensure that you have the financial information and expert guidance you need to optimize your closely held or family business.


Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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Our Specialties

  • Family Businesses

    Our firm understands that closely held and family owned businesses are unique and require specialized services. We measure our success by the personal relationships we have with businesses of all sizes...

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  • Professional Service Providers

    We are committed to helping professional service providers build successful enterprises. Our skilled team of financial experts have years of experience in providing accounting...

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