Two partners provide personal services and in-depth expertise to a broad range of business owners, other professionals and individuals. The key to our providing outstanding services is the depth of experience and versatility of our two partners.
The combined experience of Richard J. Beattie, CPA and Stephen E. Portas, CPA encompasses 16 years with the then largest accounting firm in the world and more than 20 years in senior level finance positions, including chief financial officer, with four multi-national Fortune 500 companies. Drawing on this experience we have transitioned, beginning in 1998, to serving the needs of smaller business owners, individuals and related professional service providers.
Our highest priority is to provide a high degree of client service. We apply a value added approach to all our services that balances continual attention to detail with a focus on strategy and priority that will deliver the best result for our clients.
We encourage you to speak with us about our wide range of services, to include:
Business and individual income tax preparation
Business advisory services
Smaller business accounting, reporting and payroll
QuickBooks installation, implementation and training
Not-for-profit organization start-up, accounting and reporting
Retirement planning and investment management
Free consultations are available for all these services to help you get started.