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CORE Services Practice

Serving Family Owned Businesses, Family Offices and Nonprofits Organizations

Recognizing the specific needs that are common to many of our closely-held, family-owned small to mid-size clients and nonprofits, we offer our Core Services Group, a practice founded on a team philosophy. Clients gain the benefit of partner-level oversight combined with supervision from a seasoned professional along with access to a group of experienced staff who all provide assistance and support.

Back Office Accounting and Tax Services

Utilizing a team approach, the Core Services Group is especially designed to deliver accounting, bookkeeping, bill payment and tax compliance services along with other services such as payroll reporting and tax filing services, business registration or dissolution, notice research and response, and sales tax filings. With this depth of skilled professionals, every client is comfortable and confident they are well cared for.

United States Subsidiaries of Foreign Companies

While the "Core" team is recognized for its commitment to the local business communities, we also provide back office accounting support and tax compliance for international foreign companies seeking to open an office or subsidiary in the United States.

Concierge Services

For family offices, nonprofits or other non-business clients, we offer concierge services to assist them with a wide range of tasks including monthly bill payment, contract reviews, financial record keeping and tax compliance reporting.

But as our clients’ needs change, we are well prepared to offer a full menu of resources, such as:

  • Accounting and Financial Reporting Services
  • Estate and Succession Planning
  • Financing Alternatives
  • General Consultation and Strategic Planning
  • Budget Analysis and Cash Flow Planning 
  • QuickBooks Training
  • Tax Preparation, Planning and Compliance

We are proud that we can work equally as efficiently and effectively whether with newly launched start-ups or mature, established businesses - customizing our approach and solutions to fit their situation.