| Accounting Services | Businesses | Non-profits | Individuals |
| Perform all aspects of accounting | YES | YES | YES |
| Prepare financial statements | YES | YES | YES |
| Prepare tax returns | YES | YES | YES |
| Set up and customize QuickBooks accounting system | YES | YES | N/A |
| Perform financial consulting and tax planning duties | YES | YES | YES |
| Manage due diligence process and perform business valuations | YES | N/A | N/A |
| Resolve IRS, tax, law, and regulation compliance issues | YES | YES | YES |