Closely-Held, Family-Owned

Understanding your goals and helping you meet them

Helping You Reach Your Full Potential

Helping your business reach its full financial potential is our objective. With extensive expertise serving all types of closely-held businesses, we have what it takes to help your business achieve and maintain prosperity and longevity in the marketplace. We understand the broad array of challenges facing closely-held businesses today, and to help overcome your challenges, we have a specialized group of professionals to work specifically with businesses just like yours.

We provide expert assistance
in the following areas:

  • Audits, reviews and compilations of financial statements
  • Accounting services
  • Accounting software assistance for both QuickBooks and Peachtree products
  • Benchmarking/trend analysis
  • Hiring and compensation consulting
  • Estate planning
  • Financial planning
  • Mergers and acquisitions
  • Strategic planning
  • Succession planning
  • Tax planning
  • Tax return preparation


Our people are our greatest asset. They are the foundation and reason for our growth and success.

Our Dover office has moved (effective 6/3/24). Stop by and visit us soon!

NEW ADDRESS: 273 Locust Street, Suite 207 in Dover