Alexander Advisors, LLC has created a suite of services to assist your business in its accounting. These services will help you focus your attention on the issues that only you can solve, and provides relief from the day-to-day administrative aspects of running a business.


Accounting Solutions

These solutions are available individually or in integrated packages that are customized to the needs of the business

  • Bookkeeping

  • Bank Reconciliation

  • General Ledger Review

  • Financial Statement Preparation

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  • Quarterly & Year End Reporting

  • W-2 & 1099 Preparation

Business Advisory Services

As a courtesy to our valued business clients, we make ourselves available as a “sounding board” when you need trusted advice. Through this service, we are able to provide an unbiased perspective to bring clarity to complex financial issues. Our services are customized to the needs of each client, and are summarized below.

  • Business performance reviews

  • Budgeting

  • Execution and monitoring of plans

  • Business tax planning

  • Business succession planning

  • Business coaching

Review and Compilation Financial Statements

We provide financial statement compilations and reviews to a broad array of privately held companies. We are committed to the highest standards, and are voluntary members of the American Institute of Certified Public Accountants. All financial statements are prepared by David B. Alexander, PC.

  • Financial statements – reviews & compilations

  • Agreed upon procedures

  • Forecasts and projections

Business Tax Planning & Preparation

Two things that every small business needs are energy and innovation. Unfortunately, taxes and bookkeeping are things that can zap the imagination and drive to make the most of a business, and you have better things to do than keep your own books.

As CPAs and Financial Advisors, we have an encompassing view of the tax implications of all your financial decisions. We will make certain that all decisions are made in a tax-efficient manner. All tax returns are prepared by David B. Alexander, PC.

Services include:

  • Tax return prep for corporate, partnership, estate and trust entities

  • Comprehensive tax planning

  • Estate and succession planning

  • Tax research

  • IRS representation

Retirement Plan Services

Our professional experience as CPAs and financial advisors allows our firm to offer holistic and complete retirement planning services. Alexander Advisors, LLC can help plan, review and implement retirement plan recommendations to help nurture and motivate your employees.

Retirement plan services include:

  • Plan, design and review

  • Investment advice and guidance