Consulting Services

Our consulting services are limited to the bookkeeping and accounting needed to prepare the financials and other reports needed for your banking, insurance and investment partners, and for tax planning and preparation.

  •  And of course we are QuickBooks Professional Advisors and are readily available to help you.
  • As advisors we can help our clients to develop within QuickBooks the reports, graphs and tools to fit the needs of your company. 


Business Consulting
Our goal is help your small or mid-sized business succeed, no matter what the economic climate. To this end we offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. Whatever you needs, our experienced team of business consultants has the experience to help you grow and manage your business.

  • Incorporation And New Business Analysis
    Our firm can set up a new corporation, partnership, or LLC. We will advise you on the advantages and disadvantages of the different types of entities you can choose. Our firm can assist in market evaluations for new business and business valuations for the purchase of an existing business.
     
  • Cash Flow And Budgeting Analysis
    We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. We can assist you planning for capital acquisitions including the tax consequences and benefits. Our cash flow analysis can be a very important planning tool for companies with seasonal ebbs and flows of sales.
     
  • Financial Statements
    We prepare professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a business’s full profit potential.
     
  • Financial Forecast And Projections
    We provide complete financial and business forecasting services, including proforma projections. We can also create customized “What If” planning scenarios to help management foresee and plan for unexpected business contingencies.
     
  • Business Succession Planning
    Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.
     
  • Cash Flow And Budgeting Analysis
    Our firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.

 

Personal Financial Planning
Whatever the state of the economy, we are deeply concerned about the personal financial status of our clients. To help you invest wisely, put aside what you’ll need for retirement, fund the kids’ education, keep yourself out of debt, and plan your estate, we’ve assembled a team of certified financial planners who can guide you towards the best decisions depending on your time horizon, your tolerance for risk, and your current and future financial goals.
 

  • Debt And Financial Services
    Many Americans are facing the pain of large credit card or student loan balances that they do not know how to pay off. We offer complete debt and financial counseling services, including installment debt consolidation, refinancing, and repackaging.
     
  • Mortgages
    We all know how critical the housing crisis has become. We’ll help you determine whether you qualify for a mortgage based on your current and projected income, and we’ll analyze the advantages or disadvantages of fixed-rate and adjustable mortgages as well as other aspects of home financing. For older homeowners, we’ll discuss options such as using a reverse mortgage as a source of income.