Advisory and Consulting
Consulting Nothing makes us happier than seeing your personal and business successes. 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 custom-tuned strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services: Accounting software selection and implementation Type of entity selection Business valuations Buying/selling a business Computer system selection Financial & retirement decisions Estate, trust & gift planning Retirement Planning Our goal is to help you reach your financial goals