CONSULTING SERVICES

Our broad base of experience allows us to help clients identify areas negatively impacting their profitability and growth potential. We then work with them to develop solutions that are practical and technically sound for their business and industry.

Our team members are also a sounding board for our clients’ management personnel, providing comprehensive, flexible strategies that can be readily implemented. Below is a sampling of some of the consulting services we offer:

• Accounting software selection and implementation

• Cash Flow & Budgeting Analysis

• Financial Projections & Forecasts

• Type of entity selection

• Business valuations

• Buying/selling a business

• Financial and retirement decisions

• Estate, trust, and gift planning

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Our clients are experts at what they do. We help them go beyond their own expertise to ensure that their businesses continues to flourish.