Core Specialized

Core Specialized Services

Advanced solutions beyond traditional advisory and tax preparation, for the specialized needs that take real expertise — managing accounts payable, optimizing cash flow, guiding a business succession. We're here to support the business at every stage.

Four groups · seventeen services

No hand-offs to a specialist you have to go find.

Past advisory and tax preparation there is a second tier of work — estate and conservatorship accounting, worker classification, beneficial ownership reporting, a controller you don't have to hire full time. All of it stays here, under the same partner and the same quoted fee.

Operations4 services

Accounting & financial operations

01

Full-service accounts payable

Ensure timely payments and manage vendor relationships efficiently.

02

Accounting system setup, configuration & clean-up

Implement, configure or refine your accounting systems for smooth operations.

03

Outsourced & fractional controller

Get high-level financial oversight without the cost of a full-time controller.

04

Estate & conservatorship accounting & reporting

Specialized accounting for estates, trusts and conservatorships.

Compliance4 services

Compliance & reporting

05

Beneficial ownership reporting

Meet federal requirements for disclosing ownership interests.

06

Sales tax reporting

Accurate and timely reporting to meet your sales tax obligations.

07

Personal property tax preparation

Prepare and file property tax returns to avoid penalties.

08

Government notice response

Quick, professional responses to government notices and inquiries.

Planning4 services

Planning & business strategy

09

Business start-up & planning

Launch your business with expert guidance on structure, operations and taxes.

10

Strategic business planning

Develop a roadmap to achieve your business goals.

11

Business succession planning

Plan for smooth transitions and the future of your business.

12

Cash flow planning & budgeting

Monitor cash flow and create budgets to support growth.

Consulting5 services

Specialized consulting & analysis

13

Nonprofit consulting

Navigate the unique financial and compliance needs of nonprofits.

14

Income shifting strategies

Utilize strategic income shifting to manage tax burdens.

15

Independent contractor / employee analysis

Ensure proper worker classification to reduce risks.

16

Rental property operations planning

Optimize rental property operations and tax strategies.

17

Build / buy / lease analysis

Make informed decisions on property acquisition or leasing.

Discover the right solution for your business

Not sure which of these you need?

Specialized services are one part of the support we provide — expert advice, traditional business services, or tailored solutions.

Keep going

The other two pieces

CORE Advisory

The upfront work that sets the strategy, before any compliance work starts.

Core Business Advisory

CORE Services

Tax, accounting and payroll — the year-round compliance side of the engagement.

Core Business Services