Service Overview

Small & Associates offers a broad range of professional services  to businesses, non-profits, individuals, estates and trusts. We emphasize communication and responsiveness in assisting clients who seek excellence and commitment from their advisers. We're large enough to provide complete financial services, yet small enough that our clients receive personalized quality service. Our services include:


  • Outsourced Accounting and bookkeeping
  • CFO controllership
  • Support services for management & staff
  • Special project services and reporting

Tax Services

  • Preparation of federal, state and local returns
  • Tax Planning and projections
  • Representation before tax agencies
  • Estate and gift planning


  • Cost analysis and profit improvements
  • Budgeting and projections
  • Loan applications and equity funding
  • Due diligence and acquisitions/mergers


  • Valuation
  • Fairness Opinions


Small & Associates services are customized to the client's situations and requirements.  Please contact us for a no-obligation no-fee introductory discussion and evaluation.