Consulting Services

Accounting Software Selection & Implementation

With the number of accounting software and app options available to small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. We continually evaluate the best of the best and can help you implement and become a pro user of our “tech stack” of endorsed apps and programs.

Business Consulting

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, and we increase the capabilities of your business by adding the varied skillsets of our team.

Decision Support

We encourage and expect our clients to notify us when they’re faced with large decisions, while there is still time for us to impact the outcome. Whether we help mold raw data into usable information to draw conclusions, or assist with specific analysis, our team can provide you with answers to the most important questions you face.

Litigation Support

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

Retirement & FinancialPlanning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. A properly structured financial plan enables you to face any financial challenge that may present itself, at any stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. We will work in synergy with your other trusted advisors to ensure that goals are communicated and shared among all the members of your financial team.