Business Advisory Services

Business Advisory Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison.


Business Sale and Acquisition

Structuring a sale or purchase of a business is a highly important step when someone is considering purchasing or selling a business. We can help guide you through the process of acquiring or disposing of a business by analyzing such issues as cash flow and tax considerations.

Client Success Processes

Our client success process tools are a solution for businesses and individuals to obtain their long term plans and goals. We use a process of facilitation that develops your own written plan with clear and specific goals and objectives. We follow that up with a coaching process keeping you on track with your plan and revitalizing the plan as we go forward. We then can provide consulting services and solutions that help you meet your plans and goals. Along the way we also provide you with those core services that our firm has to offer to meet your regulatory and compliance objectives. Success is a process, not a one-off event!

Consulting

We can help your business identify areas that are negatively affecting profitability and growth and help you develop solutions that are practical and technically sound. We prefer to be partners with our clients in the growth and success of their businesses by helping them develop strategies that address issues affecting them.

Entity Selection

The choice of entity a business owner chooses in their business is a critical decision that may have long term implications either positive or negative. We can assist you in evaluating the pros and cons of the various entity types to help you determine the most advantageous form of business for your company.

Software Selection and Implementation

There are many types of computerized accounting software packages available for small businesses and selecting one that is right for your business has become increasingly difficult. Our professionals are exposed to most software packages through trade journals and actual use. We can help you choose and implement the system that is right for you.

Succession Planning

The transition of your business to your successors is critical to ensure continued success once you decide to remove yourself from the company’s day to day operations. Our professionals are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Our Services
Accounting and Auditing
Bookkeeping and Payroll
Tax
Business Advisory Services
Other Services
2010 Tax Guide
This information is provided in an effort to help you gather and organize the information necessary to file your individual or small business income tax return.
View the Guide
Tax Organizer
Use this handy booklet to assist you in gathering and organizing your tax information. Simply fill in your personal information, the applicable forms, and bring it in to our office. As always, contact us if you should have any questions.
Download the Organizer
Client Line® Newsletter
Our online newsletter focusing on accounting, tax, financial, individual and business topics featuring articles for businesses and individuals.
Read the Newsletter