We’re here to help.
Each business has its own unique strengths and challenges, which often change throughout different phases. We are equipped with the knowledge and ability to deliver a broad cross-section of services to meet your changing needs, from the hands-on approach with payroll, bookkeeping, and in-house controller services to planning for succession with family wealth planning and mergers and acquisition guidance.
Beyond our traditional audit and tax services, our specialty services include:
- Employee Benefit Plans – Audit and Tax Compliance
- Transaction Advisory Services – Due Diligence, Transaction and Post-Acquisition Assistance
- Client Accounting Services – Payroll, Bookkeeping, In-house Controller
- Tax Outsourcing – Interim CFO/Tax Director and Tax Provisions
- Advisory – Consulting and Special Projects
- International Services – Tax and Assurance
- Financial Planning and Wealth Management – SL Wealth Advisors LLC