New York Metro CPA Accounting and Consulting Firm

As your CPA and consulting firm, we strive to help you find solutions.  We want to achieve the kind of working relationship with you and your people that allows us to continually provide a wide range of advice to help you and your business take advantage of significant opportunities and tackle major problems.  To do this, we are committed to understanding your business and industry, and more specifically, your objectives and goals.  Listening carefully to your staff to develop a thorough, ongoing understanding of your environment, problems and opportunities.

While we work with all types of businesses, we also have individualized services for clients in industries like healthcare, retail, wholesale and distribution, and other service businesses. These individualized services have enabled us to address your industry specific challenges, compliance needs and standard tax practices.

• Institute strategic planning with financial systems and cash flow management.
• Review operational performance for areas of improvement and increased efficiency.
• Determine the need and assist in operations for cost containment.
• Bank financing including business plan or acting as the liaison with lending institutions.
• Preparation of financial statements and systems to monitor results against budgets.
• Personal, Estate, Retirement and Corporate tax planning.
• Restructuring and Turnaround consulting.
• Advice regarding potential acquisitions or mergers.
• Investment and Insurance analysis and advice.
• Analyze and assist in computer applications.
• Human resource administrator to assist in selection & administration of benefit plans. 

We're more than just an accounting firm

There are millions of CPA accountants who do a great job of crunching numbers and completing tax returns. However, not all accountants are great consultants. Our clients choose us because we provide consulting and strategic planning services on a monthly basis. We take the time to sit with our clients to understand their business needs and make recommendations accordingly.

Many accountants take the approach of "No news is good news" from their clients. They respond and react to their clients when the need arises. That may be ok for some businesses, but for growing businesses, an accounting consultant's absence may be very costly. We meet with our clients on a monthly or bi-monthly basis to be proactive about issues before they become problems. Most small to medium sized business owners are too engaged on a day-to-day basis to be able to tend to financial issues such as cash flow projections, forecasting, and financial analysis. That's where we step in to take over the extra load easily overlooked by busy businesses.