Our company offers a wide range of
consulting services to help you improve business
operations, boost efficiency, and
increase your bottom line. We
will be your trusted financial advisor. The job is not
complete until you are satisfied.
Software Selection and Implementation:
Need help with accounting software selection and
implementation? Our firm will help you select the
software that's right for you and will teach you how to
use it effectively. (See
Benefit Plan Services:
Our firm can help you weigh the complex benefits
and costs posed by today’s qualified and non-qualified
pension and profit sharing plans, including 401(k), SEP,
SEP IRA, Keogh, life insurance and health insurance
plans. This is the first part of retirement planning.
It is never too early to start planning for retirement.
If you want to live the same lifestyle--or an even
better one--than you do now, you need to start planning
for retirement...NOW. Our firm is associated with
experienced Financial Planners who will analyze your
projected income and expenses and suggest investment
funding techniques to help you make sure that your
golden years 10, 20, and even 50 years from now live up
to your expectations.
Business Succession Planning:
Stop wondering if and how your business will continue
without you there. As experts in business succession
planning, our firm can suggest many courses of action to
provide assurance that your business will enjoy a smooth
continuance and that your heirs and business associates
will be well
We work closely with Business Valuation Experts who have
the credentials, experience, and tools to quickly
evaluate and establish the value of your business,
regardless of industry or location.
Our firm offers litigation support to counsel for both
plaintiffs and defendants.
Our firm offers estate planning services so you can
minimize both federal and state estate tax liabilities.
We will endeavor to protect your heirs from the unneeded
emotional devastation that can be caused by estate tax
Our firm works with certified financial planners so you
can optimize your returns.