Professional Clients

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continue prosperity of your business.

  • Realtors
  • Coaches
  • Insurance Agents
  • Attorneys
  • Medical and Dental Professionals
  • Retail
  • Franchise
  • Hair Stylist
  • Restaurant Services
  • Property Management
  • Construction
  • Import/Export
A DIRECT RELATIONSHIP

We pride ourselves on our abilities to offer seamless partnership with internal bookkeeping staff and controllers. We place a premium on using the knowledge and experience we have accumulated over the years to provide the highest quality service and ensure the well being of the businesses we serve.
-Rochelle Margucci , -Susan Wilson

SOLUTIONS MANAGEMENT for your professional and personal taxes and accounting needs.
Why we love what we do

We are grateful to our many clients who have trusted us with taking their business to the next level

SOLUTIONS MANAGEMENT for your professional and personal taxes and accounting needs.