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

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
  • Operational analysis
  • Opportunity assessment

Accounting Systems Support

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

  • Support for QuickBooks®
  • Assistance with setup, training and ongoing accounting program support
  • Electronic exchange of bookkeeping information for review and reconciliation
  • General ledger adjustments to balance computer records with financial statements

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

Call us BEFORE you start your business!