For more information regarding any of our services, or to inquire about a service not listed, please contact us at 440-333-9003 or email us at


Part-Time CFO/VP-Finance/Controllership Services

Growing businesses often reach a point where they need professional financial advice, but can’t afford a full time CFO, VP-Finance, or Controller. Please click on the CFO Service page located on our menu listing for more information on this service.

Accounting and Tax Services

Our firm offers accounting, income tax, and income tax planning services. We will work with you year-round if necessary in order to help maintain your accounting records and minimize your total tax burden.

Tax Planning
Our firm monitors federal, state, and local income tax law changes, including cutting edge tax strategies, to insure our clients minimize their current and future tax liabilities. It is not surprising for us to obtain tax refunds and/or savings for new clients. We implement and maintain tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.

Tax Preparation
Our firm offers professional preparation of federal, state, and local income tax returns at competitive, affordable rates.

IRS and State/Local Representation
Our firm knows income tax laws, and we know how your income tax return was prepared. We can provide representation services before the IRS as well as state and local taxing authorities. We can also negotiate Offers in Compromise with the IRS on your behalf.

Business Succession Planning
Stop wondering if and how your business will continue without you there. Our business succession planning service can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.

Expert Witness Services
Our firm offers expert witness testimony in the areas of business valuation, lost wages and earning power and other matters requiring forensic accounting expertise in conjunction with our Litigation Support Service below.

Litigation Support
We provide a full range of assistance for you and your legal counsel in connection with our expert witness (above) and forensic accounting services (below). We also provide direct litigation support to legal counsel on a wide range of financial and forensic accounting issues including wrongful termination, lost wages, corporate embezzlement, bankruptcy, partnership dissolutions, and internal accounting control issues, among other things.

Cash Flow & Budgeting Analysis
Our firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. These value-added services can be indispensable to your company. For a free copy of our Cleveland Plain Dealer article that explains how to create a simple budget in one hour or less, please call us at 440-333-9003 or email us at .

Buying & Selling a Business
Our firm can help you determine the financial condition of your acquisition candidate as well as the many non-financial factors that should be considered before making the acquisition. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.

Bankruptcy is one of the most frightening words to hear when you are running a business. However, Our firm will help you through the entire ordeal while guiding you through the maze of financial and tax implications that arise. We will also consult with you regarding the benefits of reorganization or the possible necessity of dissolution.

Consulting Services
Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase your bottom line.

Forensic Accounting
Our firm offers tailor-made forensic accounting services as well as expert witness testimony and litigation support (see above). We can help you during matrimonial disputes and partnership dissolutions to provide business valuation services and uncover malfeasance and financial irregularities.

Fraud Prevention & Detection
Nobody likes to think about being robbed by an employee, but it can happen. Our firm can help you protect your assets from employee theft as well as implement safeguards and systems to detect and deter fraudulent activity.

Retirement Planning
It is never too early to start planning for retirement. If you want to live the same lifestyle (or an even better one) than you do now, the time to start planning for your retirement is now. We can help analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.