Our group of professionals have the ability and five decades of combined expertise to assist you with nearly all areas of financial services including:

Business Accounting

Corporate Financial Management

QuickBooks Consultations and Setup

Controller Services

Capital Budgeting and Cash Budgeting

Tax and Retirement Planning

Health Insurance and Employee Benefits Consulting and More

Owner, Don Benson

About

Find out about our organization, mission, our methods, and the results of our decades of service.

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Manager, Rick Dickson

SERVICES

We provide resources for businesses, individuals, and non-profits nationwide. Services range from accounting to insurance, business consulting, wealth and retirement advising.

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Meet the firm.

 

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Offices in Oneonta, New York & Cocoa Beach, Florida

The foothills of the Catskill Mountains, New York State

Cocoa Beach, Florida

Cocoa Beach, Florida


We implement this world class suite of services with a common sense approach, and a focus on “seeing the forest for the trees.”