Business Details
40 Years
experience
Trusted Accounting Services in Cleveland Heights
Since 1986, we have provided quality, personalized financial guidance to individuals and businesses across the U.S. and internationally. Our expertise spans basic tax management to in-depth financial planning, with a dedication to high standards and a team-based approach. We prioritize open communication to understand client needs through thorough analysis, ensuring every client receives the attention they deserve.Our mission is to maintain financial viability for clients in the present while proactively achieving future goals. With decades of combined experience, we have earned the trust of our client base through professionalism, expertise, and a commitment to excellence.
Services
Retirement Planning
Cash Flow Management
Small Business Accounting
Tax Services
IRS Audit Representation
Details
- Year established: 1986
Highlights and features
- We have over 35 years of experience in accounting and tax services.
- Our team offers personalized financial planning tailored to individual needs.
- Specialized expertise in IRS audit representation and compliance.
- Comprehensive QuickBooks setup and training for small businesses.
- Proven track record in cash flow management for business success.
What people say
Outstanding service
Professionalism
Responsive team
Accurate tax preparation
Services
Retirement Planning
Our retirement planning service evaluates your current financial situation, creates a budget aligned with long-term goals, and optimizes Social Security benefits. We ensure compliance with IRS regulations while balancing tax implications and investment strategies to secure your financial future.
Cash Flow Management
We develop cash projections, analyze financial statements, and implement billing policies to improve business liquidity. Our strategies help clients avoid cash crises through tailored tools for accelerating collections and managing surplus funds effectively.
Small Business Accounting
We handle budgeting, tax planning, and financial reporting for small businesses, ensuring accurate records and fraud prevention. Our services include customized reporting, use tax processing, and outsourced CFO support to drive business growth.
IRS Audit Representation
We represent clients during IRS audits, managing correspondence and negotiations to minimize liability. Our expertise includes appealing decisions, clarifying audit notices, and reducing risks of additional tax assessments through professional advocacy.
New Business Formation
We assist in selecting business entities, preparing tax documents, and setting up accounting systems. Our services include compliance planning, business license filings, and cash flow budgeting to establish a solid foundation for new businesses.
People
Schriefer, Brian E CPA
CPA
With over 35 years of experience, Brian specializes in accounting, tax strategy, and financial planning for individuals and businesses. His expertise includes IRS audit representation and QuickBooks solutions.
Questions
What accounting services do you offer for individuals?
We provide retirement planning, tax preparation, and financial strategy consultations tailored to individual needs.
Do you help businesses with cash flow management?
Yes, we analyze financial data and create strategies to improve business liquidity and profitability.
Can you assist with IRS audit representation?
We handle all audit correspondence, negotiations, and appeals to minimize liability and protect your interests.
Do you offer QuickBooks setup and training?
Yes, we provide software setup, customized training, and troubleshooting for small businesses.
How do you approach retirement planning?
We evaluate your financial situation, create a budget, and optimize Social Security and investment strategies for long-term security.
