Our Services

New Business Formation
Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.
 
Strategic Business Planning
If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.
Succession Planning
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
 
Business Valuation
Objective valuation can make the difference between loss or gain, success or failure. You need professionals who are well qualified, with significant experience in evaluating all types of organizations.
Bank Financing
Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing.
 
Personal Financial Planning
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Cash Flow Management
A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.
 
Part-Time CFO Services
Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
Payroll
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
 
Forensic Accounting
Forensic accounting ? also called financial forensics or forensic auditing ? is an area of accounting that investigates actual or anticipated disputes.
 


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