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Our first step is to complete a Business Needs Analysis where we take a look at your business as a whole. This is a simple form that we fill out with you. This gives us a comprehensive look into how you are currently running your business and where you would like to see your business in the future.

We evaluate cost and rate reduction through multiple avenues. One is reviewing your credit card processing. We approach this from a Merchant Broker standpoint. We evaluate multiple processing options, ensuring that processors must compete for your business. 

Next we look at marketing. We seek to eliminate ineffective marketing tools you may currently be using and apply a portion of the money saved to updated marketing strategies that would be beneficial to your business. 

Finally, our advisors review any value-added products or services that may appeal to new customers and set you above your competition.

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We Make Your Business Our Business

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Alleviating Stress

No matter what type of financial situation you have, our team of experts will provide the best course of action. We serve clients in the Upstate New York area with both individual and business needs.


Saving You Money

Our advisors provide individualized services to help alleviate your financial uncertainty and stress. With many years of experience, our experts have the knowledge and expertise to handle any situation.

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Enabling Growth

We stay up-to-date on all the regulatory and legislative developments so you don’t waste time and energy trying to make sense of all the accounting complexities. Contact us today and see how we can help you.



Our specialists make pay day easy for you and your staff. You can count on us to stay up-to-date with new tax laws related to employee payroll as well as navigate the complicated array of state and federal obligations.

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