Complete Financial Office Solutions

We provide full-support for those clients who need regular assistance, not just annual tax returns or financial statement preparation.

Small to medium-size businesses face a common dilemma: How to handle the multitude of accounting, financial and business management issues with limited human and financial resources? Further compounding the problem, most businesses of this size cannot afford to pay a full-time Accounting and Finance Department staff. The same concerns face successful individuals. So what can be done? HMWC CPAs & Business Advisors has a solution for your problem. Our Complete Financial Office Solutions department provides full-support for those clients whose need regular assistance, not just annual tax returns or financial statement preparation.

Our Complete Financial Office Solutions team is able to assist our clients with whatever their financial needs may be, for example, bookkeeping and payroll services, interim CFO services, software selection and implementation, business formation and planning, and succession planning. We strive to take the burden of our clients’ financial tasks off of them to help them do what they do best – run their businesses.

Also, as our clients’ family members get older, they may need assistance with day-to-day financial tasks. We strive to make lives easier for those individuals and families by handling such tasks as personal bill paying, cash management, estate planning, tax returns and domestic employee issues.


Business Formation & Planning

  • Legal structure/entity type selection
  • Business planning
  • Succession planning

Financial Management

  • Software selection and implementation
  • Financial statement compilations and reviews
  • Personal financial statements
  • Budgeting
  • Forecasting
  • Tax planning and projections
  • Tax return preparation
  • Cash management
  • Bill pay
  • Controller/ CFO services
  • Family office
  • Estate planning

Record keeping

  • Payroll/labor records
  • Bank reconciliations
  • Accounts payable and accounts receivables
  • Payroll and sales tax returns
  • Monthly financial statements and general ledger

QuickBooks ProAdvisors

HMWC offers certified “QuickBooks ProAdvisor” professionals.  Certified ProAdvisors are specially trained QuickBooks experts who help clients with this popular small business financial software. We can help you quickly set-up a system to create invoices, pay bills, and track expenses all in one place. Please contact us for more information at

Employment & Human Resources

  • Hiring/Executive search
  • Training accounting employees
  • Employee policies and procedures manual
  • Payroll taxes

Referrals to Other Professional Services

  • Attorneys (business formation, employment, estate planning, etc.)
  • Bankers (lending and personal finance)
  • Insurance brokers (property, health, life, workers’ compensation)
  • Investment management
  • Employee benefits and pension administration
  • Payroll service providers
  • Business valuation specialists

Management Team

HMWC CPAs & Business Advisors has a highly talented leadership group whose involvement on each account helps ensure that our clients receive the necessary attention and personal service needed to effectively manage their businesses.

Susan Levinstein, CPA — Partner


Our Complete Financial Office Solutions department is pleased to provide a series of seminars on “Growing a Business” (GAB) for our clients. For further information click here.