An Accounting Firm for Death Care Professionals

Your Accounting and Finance Companion

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We make the complex simple

We offer accounting, bookkeeping, CFO services and tax planning/preparation so you can focus on what matters most. 

With our expertise and know-how, we'll help you navigate the complex and regulation heavy death care accounting and tax environment. 

We have experts that can help is all aspects of your death care business:

PreNeed Trusts

Administration of PreNeed and Perpetual Care trusts. We have the tools to keep it simple.

Compliance

Funeral home compliance can be difficult.  Depending on your state and other circumstances there are many facets to keeping your business compliant.

Market Growth

The landscape of death care is changing quickly.  The demands to keep up with market can feel daunting.  We can help you navigate a changing landscape.

Exit Strategy

As with any business, sometimes it's time to consider succession planning.  We assist in the planning, negotiations, valuation and the structure to make it happen.

About us

Our financial professionals will handle your entire business start to finish.  Whether you are a funeral home or a cemetery we're here to help.

Trust is the foundation of great service

We provide bookkeeping, accounting, advisory, and tax planning services to the Death Care industry. Our services are tailored to the unique needs of each client. We work as part of your team, understanding your needs and what matters to you.

Features
✓Monthly financial statements ✓ Tax planning
✓ Metrics dashboard ✓ Cashflow management
✓ Business valuation ✓ Cosulting
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