We are trusted advisors serving your needs
across the full value spectrum including
business and tax strategies, advisory services,
wealth management, and auditing.

The SS&C Difference

We go beyond tax planning, filling out forms and auditing. You benefit from the fact that we are small enough to offer highly personalized service, but large enough to offer unmatched versatility and technical proficiency. As one of the first firms in the US to become employee owned, we have a uniquely vested interest in providing you with remarkable service. We are located in the heartland of America but we serve clients nationwide.

Assurance Services

  • Audits
  • Agreed Upon Procedures
  • Compilations
  • Reviews
  • Single Audits
  • And other audit and attestation services

Trusted Adviser Services

  • Tax Planning and Preparation
  • ESOP Feasibility & Installation
  • Business Succession
  • Business Valuation
  • Mergers & Acquisition

Trusted CFO Services

  • Benchmarking & Planning
  • Cash Flow Management & A/P
  • Meaningful Financial Statements
  • Payroll