Our Services

ACCOUNTING

Bookkeeping - Compiled Financial Statements - Controllership - Payroll Reporting - Cash Flow - Projections

ACCOUNTING AND FINANCE STAFFING

Executive Search - Temporary and Project Staffing from the Accounting Clerk to CFO Level Offered by our sister company - Creative Financial Staffing (CFS)

BUSINESS PLANNING AND AGREEMENTS

Financial - Tax - Strategic Planning - Shareholder Agreements & Employment Contracts Acquisitions and Divestitures - Buy and Sell Agreements - Leases - Franchises

BUSINESS VALUATIONS

BUSINESS VALUATIONS Gift Tax - Estate Tax - Divorce - Business Damages

FINANCIAL REPORTING

Audits and Reviews of Privately-held Companies - Audits of Retirement Plans - Evaluation of Internal Controls

FRINGE BENEFITS

Qualified Plan Design - Administration - Compliance - Non-Qualified Plans - Compensation

INVESTMENT PLANNING SERVICES

Investment Advisory Oversight Offered by our sister company - G&O Financial Services, Inc.

LITIGATION SERVICES

Divorce - Personal Injury & Wrongful Death - Business Damages - Lost Profits - Breach of Contract - Forensic Accounting (Divorce and Fraud)

Lender SBA Loan and Program Compliance

Loans - PPP - Credit - Lenders - Closings - Staffing - Compliance

MERGERS, ACQUISITIONS, REORGANIZATIONS

Negotiating - Planning - Implementation

PERSONAL PLANNING

Financial - Tax - Wealth Preservation

TAX PLANNING AND COMPLIANCE

Business - Personal - Estate - State - Fiduciary - International

888 Executive Center Dr. W.
Suite 101
St. Petersburg, FL 33702

Since 1971
50 Years
of Excellent Service

St Pete - 727.576.1245
Tampa - 813.228.9709
FAX - 727.578.4072