We advise reviewing your financial strategy annually or whenever significant life events occur, such as marriage, starting a business, buying a home, or retirement. Regular reviews help ensure your plan aligns with your current goals.

We offer a range of services tailored to small businesses, including accounting and bookkeeping, tax planning, payroll services and business advisory.

Factors such as your age, income level, retirement goals, and risk tolerance are crucial. We can help evaluate options like 401(k)s, IRAs, pension plans, and guide you toward a retirement strategy that suits your unique circumstances.

An audit is an independent examination of your financial statements by a licensed CPA firm. It provides reasonable assurance that your statements are free from material misstatement and are fairly presented in accordance with accounting standards (such as U.S. GAAP). The audit is performed following generally accepted auditing standards (GAAS).

Audit: Highest level of assurance; includes detailed testing and confirmation procedures.

Review: Limited assurance; mainly analytical procedures and inquiries.

Compilation: No assurance; simply presenting financial data in a report format.

A SOC (System and Organization Controls) report evaluates and reports on a service organization’s internal controls over financial reporting or data security. It helps you demonstrate trust and compliance to clients and stakeholders.

You’ll need to reconcile your accounts, organize supporting documents, and assign a main contact person. We will guide you through a detailed preparation checklist before starting.