Weekend hours by appointment
277 Willis Ave, Roslyn Heights, NY 11577
We are a full-service accounting & financial services firm.
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Business Services

Cash Flow Management

A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.

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CFO On The Go

Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.

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Financing Options

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing.

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New Business Formation

Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.

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Small Business Accounting

As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.

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Strategic Business Planning

If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.

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Succession Planning

Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

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Cash Flow Management

A wise business owner once said, "Happiness is a positive cash flow." As a business owner, I'm sure you agree. Everything is better when your cash-in exceeds your cash-out.

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