Consulting and Accounting Advisory Services
Privately Held Business Specialists
Our highly trained accountants and business consultants take the time to know you and your specific needs.
Regardless of size or industry, our team provides advice and guidance custom-tailored to anticipate and meet your tax needs.
We are here to help you with your most valuable business assets.
Finance and Accounting
- Account analysis and reconciliation
- Budgeting, forecasting, and financial analysis
- Implementing the FASB standards
- Tax Free Exchanges – 1031 Realty
- Tax planning
- Annual operating plan
- Annual budgeting
Starting Up
- Entity choice & structuring
- QuickBooks setup
- Chart of Accounts setup
- Business acquisition
- Contract review from a tax perspective
- Officer compensation
- Short-term cash flow modeling
Winding Down
- Succession planning
- Sale of business
- Business valuations
- Merging a business
- Contract review from a tax perspective
- Estate planning
- Trust review
