Client Center


Client Liscio Login

Payroll Login

Forgot Your Password? Please try logging in with the last password you remember first. (If that fails, you'll be able to reset your password on the next page.)

Accounting Login

QuickBooks Online

Accounts Payable Login

Send Request

Start-Up Business Consultation

Start-Up Business Consultation

If you are a new business owner or if you are starting a second business, we can provide the expertise and guidance that we know small businesses need in order to build a strong foundation for their future. Our firm can guide you through the process of entity selection, provide valuable tax planning advice, retirement options, payroll guidance, and recordkeeping guidelines to most easily operate your business. Let our firm set you up for long-term success with a strong foundation to build and grow upon.

Our goals, we will work as your partner to help set you up for success by:

  • Discuss entity options or ensure that you are operating as the proper entity for your type of business and situation.
  • Teaching you proper record keeping guidelines to capture all income and expenses and minimize your taxes.
  • Discuss paying yourself as a business owner.
  • Ensuring that you understand using your company vehicle for personal use and vice versa.
  • Explain the difference between people serving as contractors versus employees.
  • Discuss different retirement plan options available to small businesses and recommend which option is best for your business.
  • Lastly, teaching you how to more easily manage your business.

Add on services: 

  • Federal ID Application
  • Retirement Plan setup assistance
  • Payroll setup including registrations and help with third party service

Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

read more

Our Specialties

  • Mental Health Professionals

    Our firm is unique in that we have vast experience serving the comprehensive accounting needs of the mental health and outpatient counseling agency industry. Our professionals offer timely ...

    read more
  • Professional Service Providers

    We are committed to helping professional service providers build successful enterprises. Our skilled team of financial experts have years of experience in providing accounting...

    read more

Latest from Our Blog

Help us. Help others.

Tell us about your experience with our firm.

Review Us