Consulting Services

CFO/Controllership Services

Integrity of financial reporting is critical for all businesses. Management decisions, banking relationships, and business transitions are all predicated on the accuracy of the financial data provided. Unfortunately, many entities’ cannot afford to devote the resources necessary to have a full time individual to oversee this function. For these client’s, we offer CFO/Controllership services that allow our clients to utilize our knowledge and expertise and apply it to their organization. This allows our client’s to receive the customized attention they need without dedicating a full time position to this function.


Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

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Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

  • Accounting software selection and implementation
  • Type of entity selection
  • Buying/selling a business
  • Computer systems
  • Financial & retirement decisions
  • Management advisory services
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Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.