♦ Serving over 200 Businesses since 1975
The Financial Partner Your Business Deserves
Bookkeeping, accounting, tax strategy, and CFO advisory built for small and mid-size businesses — with the depth of a big firm and the attention of a small one.
Transaction Experience from Local Business Acquisitions to Enterprise-level deals
Industries Served
Years of Experience Serving Businesses Across Michigan
who we serve
Built for Small & Mid-Size Businesses
We focus where we excel — helping owner-operated and growing businesses across Michigan manage their finances with confidence.
Construction & Contracting
Job costing, cost segregation, entity financial statements, partner reporting.
Healthcare & Medical
Practice accounting, P&L budgeting, entity structuring, and billing support.
Real Estate
Rental Income, depreciation strategy, and 1031 exchanges.
Manufacturing & Distribution
Inventory accounting, COGS analysis, and payroll.
Professional Services
Law firms, insurance agencies, wealth advisors, and consultants with complex needs.
What we do
Four Core Services. One Trusted Firm.
From day-to-day bookkeeping to high-level CFO strategy, we handle the numbers so you can focus on your business.
Bookkeeping & Accounting
Accurate, timely financials that give you a clear picture of your business every month — so you can make smart decisions with confidence.
» Monthly bookkeeping and transaction categorization
» Financial statements (P&L, balance sheet)
» Bank account and credit card reconciliation
» Payroll processing
Tax Planning and Preparation
We don’t just file your taxes — we plan year-round to legally minimize what you owe and keep more money in your business.
» Business & Personal Tax Returns
» Quarterly estimated tax payments
» Year-round strategic tax planning
» IRS Audit support and representation
CFO Advisory
Receive CPA financial leadership without the cost of a full-time CFO. We help you grow strategically, manage cash flow, and plan for the future.
» Cash flow forecasting & management
» Growth planning and M&A Advisory
» Profitability analysis
» Banking relationships and financing support
» Business valuation and exit options
Strategic Advisory
Protect what you’ve built with forward-looking strategies for your business, your family, and your retirement.
» Business succession planning
» Entity structuring & formation
» Retirement & wealth planning
» Estate planning strategies
why moceri
Financial Clarity for Business Owners
From bookkeeping and trend analysis to CFO advisory and acquisition insight, we help business owners make informed decisions with confidence.
Reliable Bookkeeping That Supports Better Decisions
Timely, accurate financials create a stronger foundation for cash flow management, planning, and day-to-day decision-making.
Trend Analysis That Reveals What Matters
We help you monitor margins, profitability, and financial trends so you can spot issues early and act with confidence.
CFO Advisory Beyond Compliance
Gain strategic support around forecasting, reporting, planning, and financial oversight – Noy just year-end tax compliance.
Acquisition & Growth Experience
Whether you are evaluating a purchase or preparing for growth, we bring practical insight shaped by real transaction experience.
“Business owners need more than compliance- they need clear numbers, practical insight, and a trusted advisor who helps them plan ahead with confidence.”