Accounting & Outsourcing Services

Need some help catching up on your financial reporting? Are you trying to use QuickBooks but finding that you need assistance? Are you overwhelmed by your accounting function and wanting to “outsource” the whole function to give you more time to run your business? Our expert team of professionals can take that weight off your back and deliver results and solutions!

We provide assistance with:

  • Monthly, quarterly and annual financial reporting
  • Controller-on-loan services to cover any gaps on a permanent or interim basis
  • Family Office Services (bill paying, investment tracking and personal financial reporting)
  • Bookkeeping and payroll services
  • QuickBooks ProAdvisor installation, maintenance, training and support
  • Outsourcing solutions customized to meet your specific internal accounting needs
  • Human resource services

Team Members

  • Lisa Purichia
    Partner, Director of Accounting & Retirement Plan Services
  • Mary Ferguson
    QuickBooks Certified Pro Advisor
    Manager, Accounting Services
  • Tina Kelly
    QuickBooks Certified Pro Advisor
    Manager, Accounting Services
  • Karen Hume
    Manager, Accounting Services
  • Aimee Woehler
    Senior, Accounting Services
  • Paula Raters
    Staff, Accounting Services

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