Full Support for Today's Business

We love nothing more than helping you succeed.  We like to see ourselves as partners in your success and will treat your business like it were our own.  

We offer a range of services for today's progressive and forward thinking entrepreneurs including:

  • Accounting assistance to create meaningful financial reports for owners and management.  We have advanced levels of accounting software experience and related Excel skill sets.

  • Outsourced CFO Services - We provide onsite and offsite consulting for traditional CFO activities and responsibilities.  

  • Training and setup for popular accounting software:  QuickBooks, Peachtree, Xero, Netsuite, Sage and others.

  • Payroll, property, sales tax return preparation training and reporting.

  • Financial statement preparation for business owners and non-profit organizations, bank covenant requirements, bonding needs, government required financial reporting.

  • Family business coaching including dispute resolution.  Shareholder buy-outs or employee buy-ins.

  • Business valuations - Succession Exit Planning - for those ready to sell and those looking to sell in the near future.  Advanced and proven methodologies to increase your chances for a successful transition of your business.  

  • We've performed hundreds of business appraisals for S-Corporation elections, shareholder buyouts, family planning for transfer of ownership, estate and gift tax, merger & acquisition planning and opinion of value range.

  • Transaction analysis and due diligence for buyers and sellers of businesses.

our business is making you SUCCESSFUL!


Let us put our decades of business experience to work for you.  We work daily with businesses like yours, helping you with business decisions and consulting that leave you with more time to do what you do best. 

Vendor Partners

QuickBooks Training by Roeser Accountancy

QuickBooks Pro-Advisors


We are Certified QuickBooks Pro-Advisors having had extensive training and testing to offer the highest level of QuickBooks support and training. We also offer payroll support for all versions of QuickBooks.  As pro-advisors, we can offer clients discounts up to 50% off the lifetime cost of these products and services. 


Xero Accounting by Roeser Accountancy



We are fully trained consultants and certified advisers for this new and fast developing cloud based accounting software. 


Freshbooks accounting by Roeser Accountancy



We are fully trained in this new software for small business users not looking for a full and traditional accounting program.  Freshbooks is not lite on features - just easy to use.


Bill.com setup by Roeser Accountancy



A popular cloud based accounts receivable and payable program for easy bill invoicing and bill payment through the internet.  Bill.com  integrates to QuickBooks, Xero and other popular accounting programs.  


Intuit Pay


Merchant services for easy integration of online bill payment through web services.  We can integrate credit card and check payment solutions for your business to increase cash flow.




A popular credit card app that integrates with ipones, ipads and websites for use of credit cards for remote businesses;  solo entrepreneurs that need a credit card reader for their business when onsite with customers or clients.  

Cutting Edge Use of Technology 

We love technology and pride ourselves on finding the latest applications that help our clients stay ahead of the curve for that competitive advantage.  


You've got questions ... we've got answers.