Comprehensive Financial Services
From tax preparation to strategic advisory, we provide the full spectrum of accounting services to help you achieve your financial goals.
Schedule Free ConsultationComprehensive tax preparation for individuals and businesses. We maximize your deductions and ensure compliance with all federal, state, and local requirements.
- Individual Tax Returns
- Business Tax Returns
- Multi-State Filing
- IRS Representation
- Tax Planning Strategies
- Estimated Tax Payments
Accurate, timely bookkeeping services to keep your finances organized and your business running smoothly. We handle the numbers so you can focus on growth.
- Monthly Bookkeeping
- Financial Statements
- Accounts Payable
- Accounts Receivable
- Bank Reconciliation
- QuickBooks Setup
Complete payroll solutions including processing, tax deposits, and year-end reporting. Stay compliant and keep your employees happy.
- Payroll Processing
- Federal/State Tax Deposits
- W-2/1099 Preparation
- Direct Deposit
- New Hire Reporting
- Year-End Reports
Independent audit and assurance services to give stakeholders confidence in your financial statements. Comprehensive reviews and compilations.
- Financial Statement Audits
- Review Engagements
- Compilation Services
- Agreed-Upon Procedures
- Internal Audits
- Compliance Audits
Strategic guidance to help your business grow, improve profitability, and achieve your goals. Partner with us for your success.
- Business Planning
- Cash Flow Analysis
- Succession Planning
- M&A Support
- Entity Selection
- Financial Projections
Part-time CFO services providing executive-level financial leadership without the full-time cost. Get strategic insights when you need them.
- Financial Strategy
- Budget Development
- KPI Tracking
- Board Reporting
- Banking Relationships
- Growth Planning
Comprehensive estate and trust planning services to protect your wealth and ensure smooth transfer to future generations.
- Estate Tax Planning
- Trust Administration
- Gift Tax Returns
- Charitable Planning
- Wealth Transfer
- Family Business Succession
Expert guidance on choosing the right business structure and handling all formation requirements to set you up for success.
- LLC Formation
- S-Corp Election
- Partnership Agreements
- Nonprofit Setup
- Operating Agreements
- State Registrations
Holistic financial planning services to help individuals and families achieve their financial goals and secure their future.
- Retirement Planning
- Investment Analysis
- Tax Optimization
- Insurance Review
- College Planning
- Debt Management
Our Process
We've refined our approach over 40 years to ensure a smooth, efficient experience for every client.
Initial Consultation
We meet to understand your needs, goals, and current situation. This free consultation helps us determine how we can best serve you.
Proposal & Agreement
Based on our consultation, we provide a detailed proposal with transparent pricing and scope of services.
Information Gathering
We collect the necessary documents and information using our secure client portal and proven processes.
Execution & Delivery
Our team completes your work with meticulous attention to detail and delivers results on time.
Review & Follow-Up
We review our work with you, answer questions, and provide ongoing support as needed.
Ready to Experience the Greenfield Difference?
Let's discuss how our services can help you achieve your financial goals. Your first consultation is free.