Small and Mid-Sized Businesses

We offer our clients services and advice that will help them thrive in the competitive and ever-changing global marketplace. As a result, we are dedicated to understanding the challenges and opportunities you face today and becoming your trusted advisor during each stage of the business cycle.

Supporting Privately-Held Businesses for Over 50 Years.

Entrepreneurship is not for the faint of heart. Businesses deal with a continuous stream of complex challenges every day including cash flow, resources, growth and expansion, and securing credit. Not to mention dealing with customers, employees, and vendors.

Decision-making becomes more complex when, in addition to business issues, family and emotional issues must be addressed and managed.  The good news is that we are pros at working with closely-held companies and understand their unique dynamics.  When we work together, you are assigned a dedicated team that takes the time to really get to know you, know your management and your family members.  We don't just look at your books but learn about your operations and what success looks like to you.

Family-Owned Businesses

Family-owned businesses often have business and family finances that are highly intertwined. We know that your business represents a large share of your family’s wealth and future security. When you work with Nisivoccia, we don't just handle your business financials. Our team works closely with your family, we can develop a sound financial management plan to save for your future.

How We Are Different

Family Values

Family is foundational to Nisivoccia and it permeates everything we do.  Relationships matter and we take the time to get to know our clients and their families personally.    We understand that your business is not just a job, but is your passion.    Your goals become our goals.  Working with multi-generational businesses is a common occurrence for us and we use our experience as we guide you through your business journey.  When you work with us, you are not just another tax return. You become part of the Nisivoccia family.

Small Business

We specialize in the following private and family business services:

Business Financing & Start-up Services

Cash Flow Analysis

Financial Statement Preparation

Global Expansion

Income & Gift Tax Planning

Mergers, Acquisitions & Liquidation

Operational Reviews

Outsourced Controllership

Retirement & Employee Benefit Plans & Audits

Strategic & Tactical Business Planning

Succession Planning

Latest Business Blog Posts

Update on Beneficial Ownership Information Reporting

As the Corporate Transparency Act (“CTA”) became effective 1/1/24 for newly formed entities, and many ...
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Should Your Business Offer the New Emergency Savings Accounts (PLESA) to Employees?

As part of the SECURE 2.0 law, there’s a new benefit option for employees facing ...
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Upcoming Small & Medium-sized Business Events

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Meet our Talented & Caring Team of Small & Family Owned Business Experts