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·         General Consulting Services

·         Retirement Planning

·         Business Entity Selection and Restructuring

·         Management Advisory Services

·         Quickbooks, Sage 50 & Other Accounting Software

·         Debt and Finance Advising

·         Business Consulting

·         Business Succession Planning

·         Employee Pension, Profit-Sharing and Other Benefits Planning

General Consulting Services

Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our business advisory services bring years of financial and business insight and experience to your management team to help improve your business decisions or place differing opinions into a meaningful context, all adding up to more success for your business.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. Whether you are developing a retirement investment strategy or evaluating current investments for their ultimate retirement benefit, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long period for the government to tax your future away and a very short period of time before your retirement is staring you in the face. We can help you to take the proper steps to reach your goals.

Business Entity Selection and Restructuring

The type of business entity within which you choose to conduct your business activities can have a significant impact on the amount of taxes your company will owe and the liabilities to which your company will be obligated. Hence, the form of entity (e.g. “S” corporation, sole proprietorship, limited liability company, etc.) is a crucial decision that can have longstanding implications, both positive and negative. We can assist you in selecting the type of entity that is best for your type of business activity. From your company’s inception through its growth and development, we can advise you on the advantages of each entity choice and even change your entity selection as your business activities mature. With our knowledge and guidance, you will always be receiving the optimum benefits for the functions your business performs.

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success.

Debt and Finance Advising

Whether your needs are corporate or personal, we can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.

Business Consulting

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. We can then assist you in developing 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.

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. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of preparing your company for its inevitable sale or transfer to new owners.

Employee Pension, Profit-Sharing and Other Benefits Planning

Choosing and administering benefit plans for your employees is often a complex process. We can coordinate with your lawyer, investment broker and third-party benefits administrator to help you develop and implement benefit, retirement, or profit-sharing plans with an eye toward rewarding your employees and reaching your company’s financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, you and your employees will be rewarded for the hard work that contributed to the success of your company.