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Consulting Services

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.

Accounting 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 QuickBooks Services)

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.

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
protected.

Business Valuations:
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.

Litigation Support:
Our firm offers litigation support to counsel for both plaintiffs and defendants.

Estate Planning:
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 levies.

Financial Planning:
Our firm works with certified financial planners so you can optimize your returns.