Advisory Services That Create a Road Map for a Prosperous Future

Advisory services are the core of all that we do for our clients. We spend time upfront to fully understand your goals, dreams, and your entire financial picture.

Advisory Services

After our deep dive into your business, we’ll work with you to develop best practices and strategies to help your business thrive and grow. Areas we routinely consult on include:

  • Buying or selling a business
  • Business valuation
  • Due Diligence support for business purchase
  • Assist with Buy/Sell Agreements
  • Retirement and Health plans
  • Owner compensation
  • Cash flow planning
  • Entity selection
  • Employee vs. Contractor Determination
  • Business Expense Reimbursement plans
  • How to “audit proof” your business records
  • How to rent property to your corporation
  • Profit improvement analysis

Financial Statement Preparation and Analysis

Timely and accurate financial statements are critical for all businesses as a measure of your progress towards your goals and to keep lenders and other stakeholders informed.

Unlike many accounting firms, we don’t just push a neatly bound set of financials across the table for you to file away in a drawer. We give you the words behind the numbers so you understand what the numbers mean. You’ll know where you stand and you’ll know what steps you need to take to reach your goals.

Contact us today