Small Business Accounting

We take care of your books for you, so you can get back to the job of running your business. As a small business owner you have more important things to do than to keep your own books.

CFO Services

The cost of hiring a full-time CFO can range from $100,000-$250,000 per year plus bonuses & benefits. Our Part-Time CFO services provides you with experienced support at a small fraction of that cost.

Tax Planning

Looking for a proactive plan full of court-tested, IRS-approved strategies for minimizing your taxes? We have three levels of strategic tax plans designed to meet the various needs of our clients.

Tax Preparation

We will show you potential deductions to limit your tax liability for next year and give you a sheet of commonly overlooked deductions to limit the following year’s tax liability.

Estate Planning

The hassles and red tape associated with estate planning can be daunting, but you don’t need to do it alone. Our team is waiting to assist you through every step of the process.


Craig Cody is available to speak at your next conference or function.  With over 20 years of experience in the financial industry, Craig will educate and inspire at your next event!