More than financial solutions.

People-First Service
We build real relationships with our clients, because great service starts with trust.

Expert, Reliable Guidance
Our team brings decades of experience to the table with proactive solutions tailored to your needs.

Long-Term Value
From tax planning to financial growth strategies to retirement strategies, we’re here to support your future, not just your finances.

Assurance Services

  • Audit Services

    We deliver comprehensive audits tailored to your organization’s size and industry, meeting both regulatory standards and stakeholder expectations.

  • Review Engagements

    For businesses seeking limited assurance, our reviews provide clarity without the complexity of a full audit.

  • Compilation Services

    We organize and present financial data in an easy-to-understand format, helping businesses and startups prepare for growth and strategic planning.

  • Internal Controls Assessments

    Identify vulnerabilities and strengthen your systems with our expert evaluations of your internal financial processes.

  • Financial Statement Preparation

    Our team ensures your financial statements are clear, consistent, and ready for presentation.

  • Accounting Advisory

    Navigate complex reporting standards, mergers, acquisitions, or transitions with trusted guidance from our accounting experts.

  • Agreed Upon Procedures

    Agreed Upon Procedures (AUP) engagements are tailored services where our firm performs specific procedures on financial or non-financial data. These procedures are agreed upon in advance and designed to meet particular objectives, whether for internal decision-making, regulatory compliance, or third-party verification.

Bookkeeping Solutions

Accurate books are the foundation of confident decisions. At Integra Accounting Solutions, we make it easy to stay organized without the overwhelm. Our streamlined bookkeeping services, built around QuickBooks Online, help ensure your financial records are clear, current, and compliant.

Whether you're just getting started or scaling a growing business, we bring a personal touch to your numbers, backed by reliable processes and attentive service. With a focus on integrity, quality, and long-term relationships, we go beyond data entry to provide insights you can trust—so you can spend less time stressing over spreadsheets and more time focusing on what you do best.

Tax Preparation &
Strategic Tax Services

Taxes don’t have to be stressful.

At Integra Accounting Solutions, we simplify the process with honest guidance, proactive planning, and a personal approach you can trust. Whether you're growing a business, managing a major life change, or simply want peace of mind, our team is here to help you make smart decisions and minimize surprises.

We stay ahead of the changing tax landscape so you don’t have to—offering tailored strategies that align with your goals today and your vision for tomorrow.

With integrity at the core and a focus on long-term value, we’re more than just tax preparers, we’re your year-round partners in financial clarity.

Mergers & Acquisitions

Whether you're preparing to buy or sell a business, every decision counts—and having the right guidance can make all the difference.

We bring clarity, strategy, and trusted insight to the table, helping you navigate the complexities of mergers and acquisitions with confidence. From accurate financials to in-depth due diligence, our team ensures you understand the true value of the deal, so you can move forward with integrity and assurance.

We take pride in offering personalized service, clear communication, and the high-quality support you need to make informed, financially sound decisions that align with your long-term goals.

Valuation Services

Knowing what your business is worth goes beyond the numbers… it’s about understanding the full picture. At Integra Accounting Solutions, we deliver thoughtful, well-supported valuations that help you make confident, strategic decisions at every stage of ownership.

Whether you're planning a transition, bringing on investors, or navigating growth, our team brings clarity, accuracy, and a personal approach to the process. With integrity, quality, and long-term value at the heart of everything we do, you’ll gain more than a valuation—you’ll gain insight you can rely on.

Advisory & Consultation

  • Financial Planning & Analysis

    We dig into your data to forecast trends, optimize cash flow, and support smarter financial decisions for long-term growth.

  • Business Strategy & Operational Consulting

    Align your financials with your business goals. From process improvements to performance metrics, we turn data into strategy.

  • Tax Advisory

    Make proactive tax moves with our expert guidance—whether you’re evaluating entity structure, planning for growth, or facing regulatory changes.

  • Succession & Exit Planning

    Prepare for what’s next with tailored transition strategies that protect wealth, retain value, and set up future leadership.

  • Startup & Entrepreneur Support

    Build a strong financial foundation from day one. We help startups launch with clarity—from capitalization to scaling strategies.

  • CFO Services

    Get executive-level insight without the full-time expense. Our experienced advisors step in with financial leadership to guide big decisions.