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Who We Help

Are you the kind of person who likes to plan ahead?

Some people are happy just winging it.  They see their accountants at tax time, balance their checkbooks, and make choices when it's essential.  Others want to create a solid, stable present and build for a strong future.  Those are the people we can help the most.

We serve as accountants, business consultants and financial advisors to:

  • Franchise owners (including McDonald's franchisees) who recognize the opportunity to achieve financial security following the proven business models of larger organizations, but also recognize the need to be proactive.
  • Family and closely-held businesses whose key decision-makers need the right team members to roll up their sleeves and work alongside them.
  • Individuals who are not content to take a wait-and-see approach to financial issues. 

Our clients are committed, hands-on business leaders and individuals.  They recognize that every financial decision - and every business action - can have far-reaching impact.  They are thoughtful, strategic and action-oriented.  And they know when some outside expertise can come in handy.

If this sounds like you, maybe it's time to make the leap.


Family & Closely-Held Businesses




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Find comfort in knowing the answer to your question is just a phone call away.

(631) 226-9600

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We will happily offer you a free consultation to determine how we can best serve you.

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