Business and Consulting Services

We provide projections and pro-forma financial statements to assist clients in financing requests and personal financial statements to meet bank financing requirements. Having a presence in our community for 40 years, we have developed personal and professional relationships with lenders to help our clients attain financing, negotiate terms, loan workouts and settlements. We work closely with local and regional attorneys, other CPA firms, insurance agents and other business professionals to help our clients manage their businesses profitably, and when the time comes, to help them to maximize the value of their business through sale or merger.

Today businesses face significant regulatory and tax challenges. Our team is experienced and can assist your business in payroll, sales and use, federal, state and multi-jurisdictional income tax compliance and planning.

Our specialized services include:

• Strategic Planning
• Business Succession Planning
• New Business Startup Services, including:
  • Choice of Entity Selection
  • Setup of accounting records and software implementation
  • Guidance in decision making
• Quickbooks Training and Consulting
• Bookkeeping Services