Consulting Services

We gauge our worth by the personal & 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. We also provide comprehensive, flexible strategies that address the issues affecting your business.

The following are just a few of the areas in which we provide consulting services:

  • Accounting software selection and implementation
  • Budgeting
  • Business entity selection
  • Business succession planning
  • Buying/selling a business
  • Charitable gift planning
  • Estate, trust and gift tax planning
  • Family business consulting
  • Financial and retirement decisions
  • Forecasting and modeling
  • Software solutions and training

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