Consultation Services

Consulting Discussion

Owners of small to mid-sized companies face varied and complex issues. Your organization needs sound financial data in order to make good financial decisions. These can be complicated by staffing and budgetary constraints. No matter what you face, as an owner, we can assist you in your current and future business needs. Our shareholders offer a distinctive, hands-on approach that is often not available in larger firms.

Our Consulting Services Include:

  • Assessment of accounting processes and procedures and recommendations to improve those processes and implementation of the recommendations
  • Education and training on accounting and financial matters
  • Business planning, analytics, performing ratios and trend analysis
  • Tax consulting
  • Transition consulting
  • Analysis of buy/sell agreements
  • Assistance with bank financing and loan restructuring
  • Business and strategic planning
  • Forecasting and projections
  • Succession planning (tax based)
  • Valuation of closely held business
  • Software evaluation
  • Litigation support
  • Lease vs purchase analysis
  • Real estate sales and acquisitions
  • And more!