Providing insight from experienced professionals.

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively impacting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. Our consulting services include but are not limited to:

• Accounting software selection and implementation
• Business entity selection
• Buying/selling a business
• Financial planning
• Retirement planning
• Estate and business succession planning

Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

Business Entity Selection

Choosing the form of entity for your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our experienced staff has first-hand knowledge to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Retirement Planning & Cash Flow Analysis

Successful implementation and periodic review of your financial plan will ensure financial independence and avoidance of cash flow issues during your working years and through retirement. We can forecast and evaluate your financial condition, estimate financing requirements, and track cash-flow sources and uses.

Estate and Business Succession Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day-to-day operations.