Consulting Services

Our firm provides services designed to help our clients operate their business in a profitable efficient manner. Our consulting services include:

Mergers & Acquisitions

  • Buy-side due-diligence
  • Sell-side preparation and transaction support

Business Valuation

We provide objective valuation services for all business types.

  • Buy/sell transactions
  • Gift/Estate tax
  • Partnership or shareholder agreements

Strategic business planning and new business formation

Opening your own business is exciting and growing your existing business requires creativity and discipline.  Let us help you craft a plan for success.

Family Office

Our team of professionals can assist your family manage its day to day affairs. Our services include:

  • Bill paying and cash flow management
  • Bookkeeping and bank account reconciliation
  • Budgeting
  • Document management
  • Tax Compliance

QuickBooks Consulting

Our services include company setup, reconciliation of accounts, integrating online banking, setting up accounts payable, payroll, inventory modules as well as producing custom reports.