Connect with Us On...

Specialized Industry Services

• Construction and trade contractors

General contractors, home builders, sub-contractors, and specific construction trades

• Not-for-Profit Accounting

We have the knowledge and experience to guide your charitable, civic, educational or other Not-for-Profit organization.

• Golf Professionals

Take our unsurpassed knowledge of the many components that make up the business of being a golf professional and our awareness of all areas of golf club operations and you’ll have an advisor who can reduce the stresses inherent in your chosen occupation.

• Medical and Dental Professionals

Doctors, Dentists, Veterinarians and related medical providers

Our mission is to help our individual clients:

• to pay the minimum income tax within the tax laws,
• by providing solutions such as how to plan for a child’s college education, how to plan for retirement and how to best manage one’s money,
• by providing personal financial planning and investment guidance,
• by helping to evaluate life insurance needs and finding the most appropriate insurance at competitive premiums,
• by helping them track and budget their household finances, and
• by helping them consider and address their estate planning needs.

We help our business clients by addressing many of these same issues plus we provide solutions to:

• maximize profits by providing them with the tools to analyze and understand their business,
• better manage their receivables and payables (i.e. cash flow),
• become more efficient with their time, and
• address their bookkeeping needs through our Very Smart Books division.

We provide helpful ideas and tips to our clients through periodic emails in addition to regular updates to our website.

You can also send us a message directly through the Contact page of this website.