Small and Medium Size Businesses

Karen and David have over seventy years of experience as managers and owners of small and medium sized businesses. We have owned and/or managed a variety of organizations including sole proprietorships, Limited Liability Companies, S and C Corporations.

Available Services

  • Full accounting services from posting entries to financial statements for financial institutions and internal uses.
  • Assistance with tax planning and preparation of data for tax prep.
  • Assistance with ownership transitions including business purchases and sales, and succession planning.
  • Assistance with the development and implementation of operations plans.
  • Training of accounting and other administrative personnel.