We direct a large part of our services toward providing management with advice on budgeting, forecasts, projections, financing decisions, financial analysis, and tax developments. We also perform review and compilation services and prepare not-for-profit, corporate, individual, estate, retirement plan, and trust tax returns. In addition, our technology team provides consulting services regarding installation and training on QuickBooks.

The Firm’s principals and associates hold leadership roles on not-for-profit boards and committees and speak at various conferences. Current roles include chair of the North Carolina Association of CPAs (NCACPA) Board of Directors; committee participation on the NCACPA not-for-profit, continuing professional education, and auditing committees; participation on the NCACPA Young CPA cabinet, the North Carolina Center for Nonprofits audit committee; President of Be Active North Carolina; speaking events for Blue Cross Blue Shield Foundation; board participation for Carolina Meadows, Carol Woods, and various other nonprofits.

The Firm participates in the American Institute of Certified Public Accountants (AICPA) Peer Review Program. Our system of quality control for our accounting and auditing practice is periodically reviewed by our peers in conformity with standards for on-site peer reviews established by the AICPA. We have always received a favorable, unqualified opinion as a result of this review program.

We have a friendly and knowledgeable staff, which has helped to establish a growing clientele. We provide our clients with a “third-party” perspective on critical issues and decisions facing them. We emphasize partnering with our clients in reaching their goals today and exceeding them tomorrow.