Consulting Services

Reliable, experienced advice.  Think of us as your on-demand CFO.  Our partners get calls every day from clients wanting an accountant’s perspective on a business decision.  Whether you are looking for a sounding board for your business decisions, or strategies for the issues that affect your day-to-day operations, we can help you with technically sound and practical solutions.  We provide consulting services in personal tax planning, retirement planning or buying or selling a business to name a few.

  • Financial and retirement planning
  • Buying or selling a business
  • Business valuations
  • Accounting software selection and implementation
  • Estate planning
  • Business process improvement
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