We don’t think of ourselves as an accounting firm that focuses only on the numbers. Helping businesses and individuals determine solutions to grow and succeed is what we really enjoy doing. As a result, we provide a broad range of services and have developed a deep level of expertise in a variety of industries. We are equipped to provide your business with the information, insight, and guidance required to achieve your business goals.
Retirement Plan Administration
Business Start-up Consulting
Evaluation of Financial Performance
Business valuation is a complex process that requires proven expertise. Our firm offers qualified business valuation services to business owners, attorneys, financial planners, insurance companies, and business brokers.
Our team provides business valuation services to meet the growing demand, especially from owners of family businesses, for advice on estate and gift tax issues, succession planning, divorce settlements, and issues surrounding selling a business or buying a new one.
We employ a disciplined and structured approach to work closely with families to manage their personal affairs and ease the burden of their administrative responsibilities. We offer a broad range of services, which are coordinated with key family and business team members. We apply our proven expertise and attention to detail in the following areas:
- Banking needs
- Bill paying, financial records, and cash management
- Household payroll and reporting
- Coordinating income tax and other compliance filings
- Preparation of budgets and cash flow management
- Reconciliation of bank and investment accounts
- Coordinating information flow with ongoing service providers
- Tracking and analysis of family assets
- Document and record management