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