Core Specialized Services
Our Core Specialized Services provide advanced solutions beyond traditional advisory and tax preparation. These services cater to specialized business needs, offering the expertise required to solve complex challenges and plan for long-term success. Whether it’s managing accounts payable, optimizing cash flow, or guiding business succession, our team is here to support your business at every stage.
Accounting & Financial Operations
Full-Service Accounts Payable
Ensure timely payments and manage vendor relationships efficiently.
Accounting System Setup, Configuration & Clean-up
Implement, configure, or refine your accounting systems
for smooth operations.
Outsourced & Fractional Controller
Get high-level financial oversight without the cost of a
full-time controller.
Estate & Conservatorship Accounting & Reporting
Specialized accounting for estates, trusts, and conservatorships.
Compliance & Reporting
Beneficial Ownership Reporting
Meet federal requirements for disclosing ownership interests.
Sales Tax Reporting
Accurate and timely reporting to meet your sales tax obligations.
Personal Property Tax Preparation
Prepare and file property tax returns to avoid penalties.
Government Notice Response
Quick, professional responses to government notices and inquiries.
Planning & Business Strategy
Business Start-up & Planning
Launch your business with expert guidance on structure, operations, and taxes
Strategic Business Planning
Develop a roadmap to achieve your business goals.
Business Succession Planning
Plan for smooth transitions and the future of your business.
Cash Flow Planning & Budgeting
Monitor cash flow and create budgets to support growth.
Specialized Consulting & Analysis
Nonprofit Consulting
Navigate the unique financial and compliance needs of nonprofits.
Income Shifting Strategies
Utilize strategic income shifting to manage tax burdens.
Independent Contractor / Employee Analysis
Ensure proper worker classification to reduce risks.
Rental Property Operations Planning
Optimize rental property operations and tax strategies.
Build / Buy / Lease Analysis
Make informed decisions on property acquisition or leasing
Accurate, Compliant, and Ready to Support Your Business
Our core business services ensure that your financial operations are seamless and compliant. Take the next step with tailored advisory or specialized services designed to meet your unique needs.
Get In Touch
We want to hear from you! Please fill out the form below and a representative will be in touch with you ASAP. Thank you!
Give Us A Visit
Do you need to drop something off or just want to come by and say hello?
Our office is opened Monday through Friday 9am-5pm
46 W. Shadbolt Street, Ste A., Lake Orion, MI 48362