We can help identify key areas that are negatively impacting profitability and growth, and develop solutions that are practical and technically sound. The following lists a few areas in which we provide consulting services:

  • Accounting Software Selection & Implementation
  • Entity Type Selection
  • Business Valuations
  • Buying/Selling a Business
  • Computer Systems Integration
  • Financial & Retirement Decisions
  • Estate, Trust & Gift Planning

Accounting Software Selection & Implementation

The number of computerized accounting software packages for small businesses and individuals are growing each day. Selecting one that is appropriate for you is becoming increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can assist with the selection and implementation of a system that best fits your needs.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success following your decision to remove yourself from the company's day-to-day operations. With a solid background in tax and other financial matters, we are fully equipped to address the complex issues of business continuation, and can assist with developing a strategically sound plan.