Consulting Services

The following is just a few of the areas in which we provide consulting services:

  • Accounting software selection and implementation
  • Type of entity selection
  • Buying/selling a business
  • Computer systems
  • Financial & retirement decisions
  • Estate, trust & gift planning

Accounting Software Selection & Implementation

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 are exposed

to most programs through trade journals and actual use. Our experienced staff can

help you choose and implement the system that best fits your needs.

Business Succession Planning

Effective coordination of the transition of your business to your successors

is critical to ensure its continued success once you decide to remove yourself

from the company's day to day operations. With a solid background in tax and

other financial matters, we are fully qualified to address the complex issues of

business continuation and can assist you in developing a strategically sound plan.

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the

process of buying or selling a business. Our competent staff has experience

to guide you through the acquisition/disposition process by addressing such

issues as cash flow analysis and tax considerations.

Computer Consulting

Whether you are contemplating the addition of new computer hardware or

overhauling your network, our experienced staff can assist you with many of the

difficult decisions that must be made when designing your business' computer systems.


Financial Planning

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.


Business Consulting

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.


Debt & Financing Services

Debt management and the evaluation of financing options are issues that an

experienced professional deals with every day. Let us use our experience to

assist you in securing financing for your personal or business needs or consolidating

 your current debt to a more manageable level.

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