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Springfield, MO

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For Privately Owned Companies in Springfield, Missouri

We offer comprehensive products for your business including proactive business management services in Kansas City or Springfield, Missouri.

Business Management

We work closely with businesses to help them make smarter and more informed business decisions.

Business Planning

We can lend our expertise to several areas of your business with cost-effective business accounting solutions.

Forensic Accounting

We can interpret, summarize and present complex financial and business-related issues in a manner that is both understandable and properly supported.

For High Net Worth Individuals in Springfield, Missouri

Our professionals understand the unique complexities for high net worth individuals and will help you with a variety of consulting and planning services. We work with you to devise a long-term strategy to preserve what you earned.


We emphasize the importance of tax planning while effectively identifying and communicating tax savings strategies.

Estate Planning

We’ve guided numerous individuals through this process. We can assist with your estate tax, trust and gift planning needs.

Wealth Planning

As a member of The Professionals Alliance Group, we collaborate with Oppenheimer & Co. to help you develop comprehensive strategies suitable to your financial objectives.

For Community Banks in Springfield, Missouri

Our team includes specialists who perform a full range of services for our community banking clients. We offer you best practice business ideas to help you run your bank.

Loan Review

We scrutinize your institution’s loan portfolio, assess its overall health and balance, and offer suggestions for improvement.

Interest Rate Risk Review

Our team will review your bank’s interest rate risk management process.

Employee Benefit Plan Audits

We can help your bank remain compliant and eliminate inefficiencies with an Employee Benefit Plan Audit.

For Higher Education in Springfield, Missouri

We have developed a team of professionals experienced in the general accounting and consulting needs of colleges and universities, as well as specific areas such as tax issues and A-133 audits.

Strategic Business Planning

In today’s business environment, there are many options for how to manage routine operations like bank reconciliation and bookkeeping. We can lend our expertise to these areas, as well as many others, with cost-effective business accounting solutions.

Employee Benefit Plan Audits

We can lend our expertise to bank reconciliation and bookkeeping as well as many other areas with cost-effective business accounting solutions.

For Commercial Real Estate in Springfield, Missouri

Our expertise includes residential and commercial real estate investors, commercial developers and property management companies. Our industry-specific strategies help you maximize your portfolio’s return on investment.

Business Management

We work closely with businesses to help them make smarter and more informed business decisions.


Our tax services include exploration of appropriate credits as well as estate planning, succession planning, ESOP formation and more.

Outsourced Accounting + CFO Services in Springfield, Missouri

When it comes to our Outsourced CFO services, our on-staff CFOs aren’t just well-versed when it comes to handling every aspect of a business’ financial picture, they’ve actually held the title.

Expect More

Our outsourced accounting capabilities can help you reduce workload and costs and improve productivity, freeing up time to focus on what matters: running your business.

Strategic Thinking

By staying engaged with our clients, and promoting open and honest communication, we’ll help you determine which engagement best suits your business needs.