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Value Added Services

CFO Services
Our CFO service gives you a professional financial manager who works with you to help guide your business to success.
 
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.
Business Valuation
Objective valuation can make the difference between loss or gain, success or failure. You need professionals who are well qualified, with significant experience in evaluating all types of organizations.
 
Forensic Accounting
Forensic accounting, also called financial forensics or forensic auditing, is an area of accounting that investigates actual or anticipated disputes.
Small Business Retirement Plans
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.
 
Fraud Protection and Internal Controls
We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures, then we make recommendations that help your company become stronger.
Estate Planning
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
 
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.
Non-Profit Organizations
The IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status.
 
Personal Financial Planning
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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Business Hours

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© Dan Calton, CPA, PA 2021