Certified Public Accountants

Located in Chagrin Falls, Ohio, the firm was founded in 1989 to provide accounting and tax planning and preparation services to closely-held companies and their owners. As our business grew, we discovered that our clients were in need of good advice on a variety of business and personal financial planning issues such as cash flow forecasting, process improvement, retirement and education funding, and estate planning, just to name a few.

We have invested resources—time, education and money—to become specialists in helping clients strategically manage and achieve their business and personal goals. In addition to our other services we perform business valuations and conduct forensic accounting engagements.

Our Accreditations

Certified Public Accountant/Member AICPA, OSCPA
Certified Valuation Analyst/Member NACVA
Graduate of Forensic Accounting Academy

Our Services

Forensic accounting and litigation support
Business valuation for transactions, family law and shareholder disputes, as well as estate and gift tax, and other purposes
Strategic and business planning
Succession planning and ownership transition strategies
Employee compensation and benefits plan design & consulting
Accounting systems design & implementation
Outsourced controller/CFO services
Financial statement compilation & review
Ongoing tax planning and return preparation

Please let us know how we can help you.

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Download our 2010 Mid-Year Planning Letter » (96k PDF)