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Consulting

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments and employee benefit and profit-sharing plans, including utilizing the self-directed IRA for self-employed.

Our session will be

 

Personalized

We provide a wide variety of business consulting services to our clients including financial management, operational support, risk management and strategic planning. We take pride in the fact that we listen to your concerns and needs, and then work to develop a plan to help your business succeed.

Targeted

Forecasting and modeling. We prepare cash-flow projections and financial models to anticipate the opportunities and the bumps in the road, and then help you make decisions about how you will navigate to your destination.

Integrative

Maximizing federal, state and foreign tax credits and incentives, including the research and development (R&D) credit and work opportunity credits, retraining and entertainment tax credits.



 

What’s Our Goal

Achieving tax-efficient growth through insight and involvment

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What You’ll Get

  • Cash flow analysis

  • Budgeting and forecasting

  • Business tax planning strategies

  • Management advisory services

  • CFO and controller services

  • Evaluation and improvement of internal controls

  • Risk management

  • Business valuation

  • Assistance with mergers and acquisitions

  • Outsourced accounting and bookkeeping