Successful organizations focus on what they do best. We help make this possible. Through cutting-edge technology solutions, streamlined accounting processes, and proactive advice by a team of experienced professionals, we are modernizing the traditional role of bookkeepers, accountants and CFOs.

Peterson Sullivan’s Managed Accounting Services suite includes four service levels to align with your needs.

The PS Client Experience™ includes access to all the benefits of our full-service firm: income tax planning and filing, state and local tax compliance, mergers and acquisitions, valuation advisory, wealth management, and cybersecurity and IT risk.