Our Services
We have a comprehensive accounting and business advisory service offering designed to include everything a small to mid-sized company needs. The services we provide you are unique to your needs.
Family or Privately-owned Businesses
- Reviews and compilations
- Accounting system reviews
- Bookkeeping assistance
- Budget development and analysis
- Cash-flow analysis
- Conflict resolution
- Control and operation improvement recommendations
- Cost and financial analysis
- Estate & Trust planning
- Financial statement preparation
- Forecasts and projections
- Internal audit
- Management and internal control studies
- Succession planning
Individual and
Family Services
- Estate and succession planning
- Insurance analysis and risk management
- Tax planning and compliance
Tax Services
- Corporate structuring
- Estate planning
- Sales taxes
Succession Planning
- Providing for heirs and the funding the leader’s retirement
- Preparing for contingencies
- Heading off family disputes
- Enabling an orderly transition
- Ensuring the continuity of your business
- Building a legacy to pass onto other family members
Mergers, Acquisitions and Divestitures.
- Research
- Business Valuation
- Financial Review
- Finance Options
- Negotiation
- Completion
