Consulting Services

We gauge our worth by the business and personal success of our clients. We can assist you in several areas – accounting, software selection and implementation, choice of business entity, business valuations, buying/selling a business, financial and retirement decisions, and estate, trust and gift planning.

  • Estate trust and succession planning
  • Financial reporting
  • Cash flow and budget analysis
  • Forensic investigations and recovery
  • Software consulting and training
  • Executive recruiting