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Business Consulting

Strategies to Help Your Business Grow & Thrive

We support clients on a full-service basis. Our business consulting services ensure that you are successful from the launch of your business and as you move forward. We know that there are many aspects of running a successful operation, and that’s why we cover all the bases—offering everything from the initial setup of your accounting records to accounting software conversion and QuickBooks training. Take a moment to review our complete list of consulting services, and consider the items that meet your needs:

  • Accounting software conversion and implementation
  • QuickBooks training and consultation
  • Management and control systems review

In addition to all that we offer, as your trusted advisor, we can tap into the best and brightest, aka the “dream team,” of trusted colleagues that can assist in many areas to foster the growth of your dreams. The best part…we all collaborate for your interests and goals:

  • Litigation support
  • Business valuation
  • Strategic planning
  • Entity selection
  • Financial planning
  • College education funding planning
  • Retirement distribution planning
  • Trustee, executor, and administrator service

BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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What our clients are saying...

  • In hiring LongwoodCPA, I was seeking guidance, not only for the filing of my tax returns, but to gain information and knowledge to assist me in making the financial and tax decisions...
    - Raymond P. Kloepper II, MD
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  • As a result of our firm’s relationship with LongwoodCPA, I have spent way, way less time worrying about and sifting through my firm’s books...
    - Ted Rich, Principal
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  • The staff at LongwoodCPA focuses on their areas of expertise and is always willing to refer us to another, often non-accounting related, resource to achieve our goals...
    - Patrick Buchanan, CFP, ChFC, CLU, President
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