Consulting Services

Our success is determined entirely be the success of our clients.

We want to help you identify areas that may be negatively affecting your profitability and growth and find practical, long-term solutions. We act as a sounding board for management and provide strategic guidance in a number of areas including:

  • Accounting software selection and implementation
  • Type of entity selection
  • Business valuations
  • Buying/selling a business
  • Computer systems
  • Financial & retirement decisions
  • Estate, trust & gift planning

Business Entity Selection

Choosing the correct business entity (“S” corporation, sole proprietor, limited liability company, etc.) is a crucial decision that can have longstanding tax implications. We’ll help evaluate the pros and cons of each entity type and advise you on the best form of business for your company.

Accounting Software Selection and Implementation

It’s easy to be overwhelmed by the shear number of accounting software packages available for small businesses and individuals. Fortunately, we have experience with most programs and can help you select and implement one that will be perfect fit for your unique needs.

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team identify long-term objectives and develop strategies to ensure future growth.

Employee Benefit Plans

The accounting and tax issues involved with employer-provided benefit plans can be exhausting. We have the experience to develop, implement and administer a program that’s a perfect fit for you.