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.