Let us help you get back to what you do best – running your business

Whether you’re a growing organization without the resources to engage a full-time CFO or controller, lacking the staff to keep on top of basic accounting and bookkeeping, or without the skills for a particular project, we can help you fulfill your finance and accounting needs, leaving you free to run your organization.

Our team recognizes the pressure on growing organizations to stay versatile in today’s rapidly changing economy. By combining our depth of experience with the efficient use of cloud solutions, our team of professionals provide tax, operational, strategic, and transactional support and advice. We customize solutions that allow you to efficiently and effectively execute your objectives.

We deliver a team approach that gives you access to dedicated specialists who know your industry, in addition to the complete knowledge, experience, and capabilities of Baker Tilly, one of the nation’s largest and most diverse accounting and advisory firms. This approach ensures that your needs will be served by a Valued Business Advisor who is focused on helping you achieve your objectives without the burden of hiring and overseeing full-time staff.

Our integrated accounting solutions team is built on multiple levels of service offerings that are customized to meet individual client needs. Our success is a direct result of our personal attention to your unique business. These services generally fall into four categories: accounting and bookkeeping, reporting and controller services, CFO advisory services, and accounting system support and integration. These services include:

  • Transactional services for small businesses including monthly and annual accounting, general ledger reconciliations, payroll services, sales and use tax compliance, and fixed asset records and depreciation
  • Controllership services including financial statement compilation and audit preparation, financial projections and forecasts, and monthly closings
  • Accounting and CFO advisory services including business advisory, business planning and analysis, industry comparison analysis, budgeting, profitability, and cash flow
  • Accounting system support and integration, including Intacct, Xero, and Bill.com implementation and customization