Advisory Services

While the preparation of tax returns and audits are necessary evils – they are generally concerned with documenting history – what happened last year. What many businesses and individuals need is help solving everyday problems and answering questions like: What is my business worth? How can we get the most out of our Quick Book software? How much money do I need to put away for my kids' college education and my retirement? And is someone in my company stealing from me? These are the types of real life questions that we can help you answer.

Services Offered

Our advisory practice covers a very broad range of services, including but not limited to:

• Monthly bookkeeping
• Payroll preparation
• Mergers and acquisitions
• Litigation support
• Business valuation
• Fraud investigations
• Internal control reviews
• Quick Books training and consulting
• Personal financial planning
• Contract controllership
• Due diligence work
• Succession planning
• Office administration