Learn more about our services by speaking with a business advisor. Schedule now.  

Business Advisory & Planning

Together, we will establish which metrics drive your business. We’ll create projections based on your goals and help you to formulate plans that systematically achieve these goals. 

Our strategic implementation plans are rooted in industry benchmarks and best practices. We're committed to an interactive engagement that strengthens operations and builds value.  

Cash Flow Analysis & Improvement

While budgeting, revenue, and profit are extremely important, there is nothing more powerful than being able to accurately predict cash flow. If you are confident in the amount of cash you’re likely to have at any given time, growth, investment and financial decisions are that much easier. We provide this clarity through accurate evaluation of trends, real-time data and modeling that we’ve refined over the last two decades.

Data on a Touch Pad
Bookkeeping & Financial Statements 

When we handle your bookkeeping needs, your life becomes easier. We'll provide you with the real-time information you need to make strategic business decisions. Through regular reporting, reconciliation and maintenance of accounts and transaction delivery, we do it all so you don't have to. Our accurate bookkeeping services are the backbone of what we do and can be the springboard for the next great thing for your company. In order to successfully make plans and projections, you must be working with correct and up to date numbers such as the ones we provide.  

Business Meeting

Mergers, acquisitions, bankruptcies and enterprise sales can be riddled with confusion and complexity. They can also be stressful and emotional. As an objective and skilled provider of due diligence services, our team analyzes the operational, financial and legal situation of a target company so you can make smart strategic decisions.

Documents and Blurred Business Men
Entity Formation & Advising 

Properly structuring your business will allow you to take full advantage of tax planning and asset protection opportunities. Our team is dedicated to understanding your business and determining the correct approach for your unique situation. Our customized solutions take into consideration all of the complexities and intricacies of both legal and tax codes.

Revenue & Profit Improvement

We understand the critical importance of ensuring your business continues to generate strong revenue and that profits increase. We'll work with you to develop effective strategies that maximize the most beneficial processes in order to improve both revenue and profit for your business.​

Tax Planning

Creating a comprehensive compliance strategy starts with defining your short and long term goals. We’ll work with you to ensure you meet all of your federal and state tax obligations while maximizing your ability to invest in the business and build wealth.​

New Hires
Annual Business Entity Checkup

Each and every year businesses both large and small make dozens of decisions and commitments that have long-lasting tax and legal ramifications. It’s important to review your operational documentation, titling of assets, contracts, leases, loans and capital contributions on a regular, recurring basis. The conclusion of our checkup is more than just a diagnostic report. We deliver sound recommendations to ensure your business is compliant, you are headed in a sound direction and your assets and interests are protected.

Business Partners at Work
Executive Development & Strategy Planning

As accountants, lawyers and business advisers, we’ve had the privilege of working closely with hundreds of business owners. Combined with our unique training and acumen, we’ve learned a lot about what makes a business and its leader successful. In our training and coaching programs we explore the systems, practices and processes that characterize successful executives. It’s a dynamic and demanding service we are excited to offer.    

Business Meeting
Real Estate
Investing Strategy

Whether you’re purchasing a manufacturing facility, leasing retail space or building your investment portfolio, the challenges in real estate are daunting. Our clients trust our expertise in this field because we demonstrate extensive knowledge and technical savvy. Once you’ve acquired the property, we’ll continue to support you with contractual agreements, tenant issues, promissory notes or evictions. As tax codes change, we are committed to developing innovative solutions that maximize the return on your investment. 

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Succession Planning & Valuation 

We’re big believers in planning for the future today, particularly that eventual day when you no longer manage your business. Building an infrastructure that ensures your business thrives after you depart is a complicated and nuanced process. On top of the logistics, it’s important that you receive the financial compensation you deserve for having built and run your company. Our experiences in this field allow us to guide you through both transitions, protecting both your future and the future of your company.

Find out how we grow your business in phases here