HOW WE CAN HELP
Our firm developed our services to assist entrepreneurs, privately held businesses and individuals no matter what phase of life they may be in. We find our clients fall into one of five categories:
- Beginning
- Early
- Established
- Mature
- Transition
We work with our clients to identify the period they are in, what may prevent growth and how to move to the next phase. From there we develop a long-term plan to ensure our clients are successful.
Our clients tell us the services they find most valuable differ depending on the status of their businesses and lives. We have noted our clients investments with us follow trends. Click on a service below to read how we can be of value to you.
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Beginning |
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Early |
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Established |
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Mature |
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Transition |
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| Business setup |
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| Corporate structuring |
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| Business acquisition |
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| Accounting system setup and integration |
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| Accounting system support |
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| Bookkeeping |
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| Payroll |
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| Setup accounting methods, policies and procedures |
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| Setup, evolve and monitor internal controls |
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| Business plans |
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| Assist with compensation issues |
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| Forecasting |
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| Benchmarking (internal and industry) |
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| Cost reduction / profit enhancement |
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| Asset protection |
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| Family financial planning |
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| College planning |
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| Retirement planning |
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| Corporate tax planning |
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| Preparation of GAAP financial statements |
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| Individual tax planning |
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| Corporate restructure |
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| Turnaround work |
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| Obtain lending and capital |
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| Partner admissions & terminations |
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| Business valuation |
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| Succession planning |
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| Business transition |
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| Business sale |
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| Charitable planning |
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| Estate planning |
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