Client Services
Business Advisory
- Business entity type selection
- Strategic planning
- Buying/selling a business
- Budgeting
Other Services
With a certified fraud examiner on staff, we can provide an analysis of financial records in conjunction with fraud and theft investigation. Our procedures will determine the extent of financial loss and identify the source. In addition, we can provide an analysis of your internal controls and identify areas in need of improvement in order to minimize the chances of loss by theft and/or fraud.
Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.
With the number of computerized accounting software packages available for small businesses, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed too many programs. Our experienced staff can help you choose and implement the system that best fits your needs.
Our view is that the value of the business consulting services we provide can be gauged by the success of our clients. With this in mind, we can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical, comprehensive, and tailored to the needs of each client.
The following are just a few of the areas in which we provide consulting services:
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Fraud Prevention & Detection
Pension & Profit Sharing Plans
