Consulting Services

Business Entity Selection, Business Succession Planning, Financial Planning, Cost Accounting

Business Entity Selection

  • Choosing the type of entity of your business (i.e. S-Corporation, Sole Proprietor, Limited Liability Company, etc.) is a crucial decision that can have longstanding financial and tax implications.  We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of entity for your company.

Business Succession Planning

  • Effective transition coordination of your business to your successor is critical to ensure the success of the entity you created and maintained when you decide to remove yourself from the company’s day to day operations.  With a solid background in tax and financial planning, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Financial Planning

  • A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial stability.

Managerial/Cost Accounting

  • This managerial accounting function, typically absent in bookkeeping and tax firms, is one of the pillars of running a successful business.  Our background in the operational management of a business has laid the foundation for analyzing the financial information we present to our clients. Bookkeeping and financial statement preparation are keys in organizing a businesses income and expenses in a way that is useful to the business owner, and can aid them in making operational decisions.  We combine our operational management and accounting experience to provide our clients with an all around resource for making the right decisions for the company’s financial well being.