Without prudent financial and strategic management a business can not succeed for very long. What you need is a trusted and knowledgeable adviser.
Our professionals are here to analyze and guide your business from the ground level and from 5000 feet; digging into the details of financial reports, forecasts and cash flow statements while looking from above to map a plan for both the tactical and economic success of your business.
We are trusted advisors that assess your business landscape, help plan your route and keep an eye on the charts to ensure your business is going where you want it to. Make sure that you achieve your goals.
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success.
Effective transition of your business to your successors is critical to its continued prosperity. With a solid background in tax, succession and estate planning, and other financial matters, we are fully qualified to address the complex issues of business continuation.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
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 security.
Preparation and planning are key to the successful purchase or sale of a business. Our team can assist you with all aspects related to your transaction, including valuation, cash flow analysis, tax minimization and transition planning.
With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we have knowledge of most programs, either through personal experience, or industry literature. Our experienced staff can help you choose and implement the system that best fits your needs.