In addition to Assurance, Tax, Consulting, and International Client Accounting, we also provide services specific to your industry.


Accounting & Assurance

  • Compilations
    Present financial information in the proper format for financial statements.  No assurance as to whether the company's financial statements are in conformity with generally accepted accounting principles is provided.
  • Reviews
    Gather review evidence through inquiry and analytical procedures and issue a report providing limited assurance on the financial statements.  Useful to companies that must report their financial positions to third parties such as creditors or regulatory agencies.  Reviewed financial statements may also be useful to business owners who are not actively involved in the managing of their companies.
  • Audits
    Conduct an extensive review of a company’s financial statements and issue a report that provides the highest level of assurance that the financial statements are presented fairly and conform to generally accepted accounting principles. 

Utilizing a risk-based approach, significant audit areas that are most susceptible to material misstatement are identified, and audit procedures are designed to focus more on those areas in order to gain the highest level of assurance that your financial statements are presented fairly in conformity with generally accepted accounting principles.  

  • Agreed upon procedures
    Perform specified procedures and report the findings.
  • Compliance audits
    Ensure accountability for use of public funds by conducting single audits and program specific compliance audits in accordance with Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance).
  • Internal control documentation and testing
    Document internal controls over financial reporting and compliance, and perform testing of those controls. Internal controls help an organization achieve its objectives for operational effectiveness and efficiency, reliable financial reporting, and compliance with laws, regulations and policies.


Tax Compliance and Consulting

  • Tax Return Preparation
    Prepare tax forms (IRS/state) containing information used to calculate income tax or other taxes.
  • Strategic Tax Planning
    Analyze a financial situation from a tax perspective and develop a plan that minimizes tax liability or achieves a desired tax result on a look forward basis.
  • Entity Structuring
    Analyze tax issues and assist with choice of entity.
  • International Tax Preparation
    Prepare tax forms (local/IRS) containing information used to calculate income tax or other taxes for foreign investors and international corporations. 

  • State of Hawaii general excise tax consulting
    We provide tax advice and preparation services on your interim and annual Hawaii GET filings.
  • Estate and gift tax planning
    Preserve your wealth and efficiently transfer it to future generations.
  • Tax credits and incentives
    Identify available tax credits and business incentives to offset costs and lower the effective tax rate.

  • Multi-state and local tax structuring
    Expand a business in a tax-efficient manner with multi-state and local tax structuring.


Client Accounting

  • Personal and Business
    Assist clients with financial transactions for themselves or their businesses including payroll processing and payroll tax returns, general excise tax return filing and payments, transient accommodations, interim financial statements, reconciliations, year-end work, 1099 filings and more.
  • Accounting & Financial Statement Preparation Services
    Manage daily accounting needs including check-writing, maintenance of accounting records, bank reconciliation and financial statement preparation services.

  • Payroll Services
    Compute payroll and payroll taxes, maintain payroll records, handle the electronic payment of payroll taxes and file the required Federal and State payroll tax returns.


  • Organizational Development
    Develop and achieve a shared vision of success through strategic planning facilitation, team building training, succession planning and business process improvement consultation. Please click on the link below to view more information about our organizational development products. 
  • Business Development
    Assist your business growth by providing a variety of services such as sales planning and training, customer service training, and business process improvement training and support. Please click on the link below to view more information about our business development products.
  • Leadership development
    Provide leadership training and coaching to strengthen and support your business goals. This training applies to all levels within your organization including senior leaders, boards and board members, supervisors and staff. Please click on the link at the bottom of this page to view our leadership development products.
  • Personal Development
    Provide a variety of programs and products to support your personal skills development such as time management, critical and creative thinking, and understanding others. Please click on the link at the bottom of this page for more information about these and other personal development programs.
  • Facilitation services
    Facilitate business meetings to develop direction, consensus, agreement or resolution so that the meetings are productive, positive and meaningful. Please click on the link at the bottom of this page for more information about these and other facilitation service products.
  • Documentation of accounting policies and procedures manuals 
    Assist state and local government agencies in creating manuals to document accounting policies and procedures. Manuals can help to train new employees, ensure that employees understand proper procedures and provide guidance in the application of those procedures.
  • Accounting & Financial Statement Preparation Services
    Prepare financial statements in accordance with accounting principles generally accepted in the United States of America. We can also serve as a trusted adviser in preparing for major, upcoming revisions to accounting standards related to financial statement presentation, revenue recognition, and accounting for leases.
  • Cash flow forecast and projections
    Estimate and manage cash flow requirements to properly plan for the future.
  • Operational and business process review
    Review of current operations and fiscal processes to make recommendations on improvements to help streamline the workflow and optimize resources.
  • Lease versus buy analysis
    Compare different financing alternatives for major equipment purchases.