We believe that there is more to accounting than preparing tax returns and corporate financial statements. Our objective is to help our clients achieve their goals, whatever they may be. Small business owners need someone they can rely on to help them make the tough decisions. They need to understand the financial health of their business and they need someone they can trust. We are a proactive accounting firm ready to work with proactive small business owners and individuals. We are engage Certified Public Accountants.






  • Tax Planning and Preparation

    We not only will prepare your personal tax returns but will plan throughout the year to make sure that all taxes are discussed and considered. At year-end, we will help you close your books and thoroughly prepare all the applicable tax returns (federal, state and local).

  • Consulting

    We will help you understand what your gross profit percentage and break-even points are, how this knowledge can be used to project profits, and all tax ramifications. We will analyze your pricing to make sure it is competitive in the market. We can work through scenarios such as if an employee should be hired, and what costs would be incurred. If your company is not running as efficiently as it should, engage can help you figure out why.

  • Accounting

    Whether you have a full-time or part-time staff or you keep the books yourself, we can help you analyze and adjust the books throughout the year. We regularly review the numbers and critique the financial health of the company. We make journal entries to properly account for all revenue and expenses and help you build a customized chart of accounts. We give assurance to you that the numbers you are using to make decisions are accurate.

  • Bookkeeping

    Not all small businesses need a full-time bookkeeper. Sometimes it makes sense to outsource the financial record keeping. engage can be an efficient and cost beneficial solution for many small businesses. We can set you up on Quickbooks, download all of the transactions for you and properly record all of your data into the applicable accounts. We can relay the financial results to you on a recurring and regular basis. Let engage take this burden off your shoulders so you can focus on what you do best.


We believe in constantly engaging our clients in discussion and do not want to be inhibited by the traditional accountant/client billing structure (i.e. the client is billed for every minute they are on the phone). We believe this method is outdated and does not breed a positive, ongoing dialogue with our clients. Because of this we have a unique and modern approach to our billing:

At the start of any new engagement, we discuss the services we can provide for the prospective client. From this discussion we build a customized time budget. Based on that time budget, we create an annual fee structure that the client agrees to prior to any work being done. This means our clients know exactly how much their accounting fees will be before any work is performed. Our clients then pay a monthly invoice that is 1/12 of the annual fee. This allows for clients to budget and never have to make a yearly lump sum payment.

referral credit program

Nothing makes us happier than when our clients refer us to their family, friends and other business owners. We appreciate these referrals so much that we have a way of giving back. Any time a client refers someone to us, and that referral becomes a new client, we reward our existing client with a credit on their next monthly invoice. The credit is equal to the first payment from the new client. Contact us below for more information.


We would love to hear from you and see how we can service your public accounting needs.

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