Business Services

Real People. Real Financial Strategies. Real Results.

From starting a new business through the process of selling it, and all the stages in between, we are here for you.

As you can see below, we provide the basic services of tax preparation, accounting, bookkeeping and payroll to your business. However, we help business owners with these other important facets as well:

  • Business valuation
  • Mergers and acquisitions
  • Succession planning
  • Entity type selection
  • 1031 real estate exchanges
  • Tax planning
  • Business expansion or contraction

We maximize the wealth of our business and individual clients through sound advice and access to timely and accurate information. Our unique partnership with the wealth management firm World Trend Financial provides our clients with a one-stop shop for their financial, operational, and management needs. Join our Community to read white papers or view videos on topics of interest to business owners.

Maureen Osako
Owner of Informatics, Inc., Cedar Rapids, IA
"As a small business owner, our decision to switch for our accounting and investment needs was one of the best moves we made. They not only appreciate and value our business, but also work hard to understand our company. My only regret is that we did not make the switch sooner!"