Advice

Our team can set up your entire QuickBooks program or help with training your bookkeeper for greater clarity and accuracy. No job is too big or too small! We help keep your financial software functioning properly.

Having solid systems and processes helps  run things efficiently and builds accounting integrity. We can help design systems to  mitigate theft, assure financial controls and approvals are in place, and make your bill payment process transparent and effective.

Nobody likes to get sued, but if you do, rest assured our team has the experience and resources to support you through any litigation you may be involved with.

Understanding the value of your business can be critical, especially in developing an exit strategy or for the sale of your business. Our team works with you to get a professional appraisal of what your business may be worth, so that you have peace of mind and  negotiate from a position of strength.

We don’t plan to fail, but we do fail to plan. By lining up your strategic initiatives once a year, you improve your chances of reaching your goals and being laser focused on your most important priorities. Our team can facilitate a strategic planning session to help you plan your annual goals and initiatives.

There is no “One Size Fits All” when it comes to the type of entity a business should be. Our expert team can recommend the proper entity structure. We help maximize your tax savings while taking into consideration the need for future flexibility and growth.

You have spent your whole life saving for retirement, but now it’s time to spend it. Our team will analyze and develop a strategy that meets your retirement goals with the least amount of income tax, so you can achieve the lifestyle you want.