At Fulcrum, we are committed to doing whatever it takes to help you achieve your goals. To that end, we have developed a number of core services which we provide through our staff, and a number of additional ancillary services offered through our network of close professional contacts.


Accounting and Bookkeeping

We provide a full array of personal and business accounting services. We can help you establish an accounting system for a small business, utilizing basic software products such as Microsoft Office, or accounting-specific products such as Quicken or Microsoft Money for individuals, or Quickbooks for small businesses.

We can help you structure a loan request package for individual or business financing. Using industry leading software, we can prepare personal financial statements and accountant compilations, should they be needed to make you an attractive candidate to a bank or credit union.


Individual and Corporate Tax

We can prepare individual or corporate tax returns for any taxing entity, including taxes paid to the federal or state governments, local city and school return tax returns, and personal property returns and the new CAT tax returns required to be filed by businesses.


Personal and Corporate Finance and Debt Management

Wherever you or you business fall on the financial spectrum, whether you are struggling to make ends meet, or want help structuring a savings plan, we want to help. Our staff have years of experience working in banking and can work with you to develop an effective debt management strategy for you or your business. Whether this means working with you personally to restructure your debt or improve your credit score, or working with your small business to secure additional capital to grow, we can provide you with the information and assistance you need before filling out the application. Further, we have close relationships with local professionals should your situation require it.


Printing and Design

Over the years, in helping small businesses and organizations, we have been asked to provide printing and design services, and can usually offer solutions at rates well below national retailers. Further, we have close relationships with local design professionals which we can use if your situation requires it.