Management Advisory Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting 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. The following is just a few of the areas in which we provide consulting services:

  • Business entity selection/change
  • Business plan development
  • Buying/selling a business
  • Budgeting and financial analysis
  • Accounting software selection and implementation
  • Succession planning
  • Financial & retirement decisions
  • Estate, trust & gift planning
  • Assistance with bank financing
  • Accounting systems analysis

Business Start-up Services

We meet with prospective business owners, during a complimentary initial consultation, to discuss their goals and commitment to operating a successful business. During that meeting, we help them determine needs for financing, type of entity to be formed and the inclusion of other professional advisors as needed.