ServicesBusiness Advisory &
Consulting
Solutions and Systems for Optimal Success
As your trusted independent financial advisors and accountants, our intimate knowledge of your business means we can offer you additional advisory and consulting services. Our combined years of servicing a wide variety of clients enables us to effectively identify problems, recommend solutions, and implement systems that are proven successful in our experience.
Key Areas We Provide Consultation:
- Assistance with negotiations of agreements including business acquisition or sale, business structure, settlement of obligations or the restructure of debt
- Strategic planning and consulting including profit planning and analysis
- Design of customized financial reporting
- Due diligence for mergers and acquisitions
- Entity structure and planning
- Litigation support, forensic accounting, and expert witness testimony
- Internal accounting controls and analysis
- Installation of computerized accounting systems including Quicken and QuickBooks
- Information technology and security design and review
- Compensation and employee benefit design including retirement plans, deferred compensation, stock option plans, and cafeteria plans
- Business valuations for buy/sell agreements or the purchase of a business, including referral to appraisers and valuation experts
- Financial analysis of operation results and cost analysis
