Monroe Shine CPA & Business Consulting Services
Monroe Shine is one of the largest, most respected independent CPA & Business Consulting firms in the region. We are committed to serving private businesses, their owners, individuals, and nonprofit entities providing customized CPA solutions, and the friendly and responsive customer service you deserve.
CPA Services Customized To Meet Your Financial Goals
Our team delivers insights, strategy, and trusted guidance to help you achieve your financial goals. At Monroe Shine we provide customized solutions Tax Preparation & Planning, Audit & Assurance, Outsourced Accounting, Consulting & Strategy and Wealth Management Services. Whether you’re navigating complex regulations or planning for future growth, we’re here to support your success every step of the way.
Tax Preparation & Planning
Effective Tax Preparation and Planning services go beyond compliance and meeting deadlines – we help businesses, nonprofits and individuals make smart, strategic financial decisions that drive long-term success. Our team of experienced CPAs takes a proactive, year-round approach to identify tax-saving opportunities, ensure full compliance with evolving federal, state and local tax laws (SALT), and align your tax strategy with your financial goals. We tailor every plan to minimize tax liabilities, avoid costly surprises, and deliver lasting value.
- Business Tax
- Individual Tax
- Estates and Trusts
- State and Local Tax (SALT)
- Cost Segregation Studies
- Credits and Incentives
Audit & Assurance
Our comprehensive Audit & Assurance services deliver clarity, accuracy, and confidence in your financial reporting. Our team of certified public accountants (CPAs) offers independent, customized assessments to meet regulatory requirements, strengthen internal controls, and build stakeholder trust. Whether you need a financial statement audit, review, or agreed-upon procedures, we tailor our services to your business, industry and compliance needs. With deep experience across sectors like manufacturing, construction, and real estate, Monroe Shine ensures your financial data is reliable, transparent, and audit-ready—empowering better decision-making and long-term success.
- Audits, Reviews & Compilations
- Internal Audit
- Agreed Upon Procedures
- Employee Benefit Plan Audits
Outsourced Accounting
Monroe Shine’s Outsourced Accounting services provide growing businesses and nonprofits with the financial expertise they need – without the overhead of an in-house accounting team. Our experienced CPAs and advisors offer scalable solutions, including part-time CFO, bookkeeping, financial reporting, payroll processing, account reconciliation, and controller-level oversight, tailored to fit your industry and organization’s needs. By outsourcing your accounting functions, you gain accurate, timely financial insights and the freedom to focus on running your business. Whether you need full-service support or help closing your books each month, Monroe Shine delivers reliable, cost-effective accounting services that evolve with your needs.
- Part-Time CFO Services
Consulting & Strategy
Our Consulting & Strategy services provide comprehensive financial guidance to help businesses thrive in today’s competitive market. Our expert CPAs offer specialized services including Business Valuation, where we assess your company’s worth supporting key decisions as well as Employee Benefit Planning to ensure your team receives competitive benefits that drive retention and satisfaction. Our Credits & Incentive services identify opportunities to maximize your tax benefits, while Cost Segregation Studies help you accelerate depreciation deductions and reduce tax liabilities. Additionally, we specialize in Mergers & Acquisitions, guiding you through complex transactions, and provide Litigation Support to assist in resolving financial disputes. You can trust Monroe Shine for tailored data-driven strategies that enhance profitability, efficiency, and your long-term success.
- Business Valuation
- Employee Benefit Planning
- Succession Planning
- Credits & Incentive
- Cost Segregation Studies
- Mergers & Acquisitions
- Litigation Support
Wealth Management Services
We offer comprehensive financial services tailored to individual and family needs including financial planning, investment management, retirement strategies, company retirement plans, foundation asset management, insurance planning, and trust services. We deliver a client-centric and proactive approach, working closely with you to understand your financial history and future goals, ensuring personalized and effective financial strategies to address your financial goals and objectives.
- Financial Planning
- Investment Management
- Individual Retirement Strategies
- Company Retirement Plans
- Foundation Asset Management
- Insurance Planning
- Trust Services
Industries
Monroe Shine services a diverse national client base across a broad range of industries, providing expert CPA and business consulting strategies with an aim to exceed client expectations.
