Petkovsek & Moran

We’ve been helping business owners and families with a "personal one-on-one" approach since 1984. Discover how our combined knowledge and experience will work for you to improve your finances and tax position.

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Advisory Services

Our service includes helping you analyze your financial statements and apply that information to assist you with internal financial process management, working with lenders, understanding your personal net worth and retirement planning.

  • Systems Design (Building a solid foundation for accounting systems)
    Starting a new business? Purchase accounting software and need help understanding how it can best reflect your business operations? Our Advanced Certified ProAdvisors can help you by designing an accounting system specifically suited for your business. We specialize in installation, training and support for QuickBooks on PC and Mac platforms.

  • Business Consulting (Accounting and Finance Advice and Awareness)
    Need help with obtaining financing, buying or selling a business? What is the best form of legal entity to operate your business? What type of retirement plan is right for you and your company? Tap our expertise to guide you through the maze of choices for these and many other decisions.

  • CFO/Controller (Immediate access to top level financial advisors)
    Do you need high level accounting and financial consulting services on a frequent or limited schedule, but can’t justify the cost of hiring a full-time employee? Possibly to guide your company through a special project or provide monthly financial and management reviews, etc. We have the solution with our part-time CFO services.