QuickBooks and Accounting System Set-Up and Consulting

Estate Planning

Advice

We don’t plan to fail, but we do fail to plan. By lining up your estate initiatives once a year, you improve your chances of reaching your goals and being laser focused on your most important priorities.

Business Succession Planning

Advice
Success planning is an integral part of ensuring your business and organization’s success. Our team can help to identify the critical positions and aspects within your business and develop a…

Entity Selection

Advice
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…

Retirement Planning

Advice
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…

Investment Advice

Advice
Our team of experts will provide recommendations and guidance with access to up-to-date market trends for you and your business to help you achieve your financial goals.

Debt Management

Accounting
Analyzing your debt repayment plan and maximizing your use of cash can be key to debt management. We have worked with lenders and have experience restructuring debt, refinancing current debt,…

Cash Flow Management

Accounting
Cash is King! You can have a profitable business and run out of cash. Our team makes sure you see the shortfalls before they happen and take appropriate action to…

Compilations and Prepared Financial Statements

Accounting
Consistent financial reporting starts with consistency in presentation and comparability. Our team will prepare your compiled or prepared financial statements so that comparative analysis can be performed to improve your…

Business Valuation

Accounting
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…