Every business is different, and we custom design our services to meet the needs of your client.

Your client decides the frequency and level of service, daily, weekly or monthly.

How often do clients come to you needing your expertise but their books aren't in order? Our team of experienced accountants can help your clients get their accounting done properly and efficiently.

All of our services are supervised by an experienced CPA and tailored to meet the unique needs of your client. We don't prepare tax returns or perform attest services, so there is no conflict of interest. Our focus is strictly on accounting services. We send you copies of the reports we prepare for your client so you know exactly how they are doing. No more surprises at tax time.

We seek long-term relationships with small businesses and take time up-front to create these lasting relationships. Our services are custom designed for each unique situation and budget. The initial consultation to determine if our services are right for you or your client is free of charge.


Accounting Services

Accurate and timely accounting information is critical to the success of any small business.


Business Management Services

We assist clients with designing management reports to help them run their business efficiently.


Business Advisory Services

We assist businesses that are starting up, planning expansions, exploring new business opportunities or experiencing operational or financial difficulties.


Lynn Clark Photo
Lynn F. Clark, CPA
President

Lynn is a Certified Public Accountant with over 24 years of experience in accounting and finance, starting her career at Ernst & Young's New York office and later owning her own CPA firm. Lynn moved to Arizona in 1993 and has since specialized in working with small business owners.


Professional Services


Accounting Services

Accurate and timely accounting information is critical to the success of any small business, which is why it is so important that businesses understand and use financial statements.

The key to getting the information you need is having an effective record keeping system. We will help your clients gain a firm grasp on how their business is likely to perform in the future.


Business Management Services

An effectively managed business has the tools in place to operate the business efficiently, report business results and performance to management, manage employees, and use computer systems.

We assist clients in designing management reports to help them run their business.


Business Advisory Services

We are here to help your clients' businesses run as efficiently as possible.

We also assist businesses plan expansions, explore new business opportunities, and get through operational or financial difficulties.


Services include


  • Bookkeeping
  • Accounting
  • On-site review
  • Financial projections
  • Financial statement preparation
  • Budgeting and forecasting
  • Accounting software
  • Fraud and internal control services
  • Temporary staffing
  • Year-end close
  • Preparation of workpapers for tax return preparation or review

Services include


  • Management reporting
  • Performance indicators
  • Cash management
  • Cash flow planning
  • Ratio analysis
  • Accounts receivable
  • Accounts payable
  • Staff training
  • Employee benefits
  • Retirement plan selection

Services include


  • Business plan development
  • Business or franchise purchase
  • Start-up services
  • Financial modeling
  • Strategic planning
  • Business continuation planning
  • Business succession planning
  • Exit planning
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