Advice & Consulting

Get professional and personalized advice about tax issues, accounting and financial planning that can easily be put to work for your business.

Start-up Consulting

Maximize your new business potential with a professional review from our small business specialists. We can help with:

• Business plan preparation
• Entity structure planning
• Incorporation filing
• Accounting systems setup
• Financing evaluation
• Compliance monitoring

Performance Planning

Keep on top of your performance and stay informed about how it affects your goals. Get our expert advice on:

• Budgeting and forecasting
• Periodic financial review
• Industry benchmarking
• Operational analysis
• Opportunity assessment

Accounting Systems Support

Streamline your existing system capabilities to maximize accounting effectiveness. We offer:

• Support for common accounting systems such as QuickBooks^® and Peachtree^®
• Assistance with setup, training and ongoing accounting program support
• Electronic exchange of bookkeeping information for review and reconciliation or other data-dependent services
• General ledger adjustments to balance computer records with financial statements
• Remote access capability to facilitate record transfer and posting

Transition & Succession Planning

Accurately assess the value of your business to decide on a sale price, and determine what the tax implications will be to your investments and retirement savings. We can provide you with:

• Business or enterprise valuation
• Valuation of intellectual property
• Debt, equity and asset valuation
• Business loss or damage valuation