• Consulting

Offering a robust line of servicesto meet your personal and business needs

Real help every step of the way

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From startup, through growth, and eventually exit, you will face many opportunities and challenges to create the business of your dreams. The true value of a CPA firm is not in the tax planning and preparation, but in providing support through these stages with valuable insight and information to help with key strategic decisions that have lasting impact and provide significant value for the business and its owners.

Let us share our knowledge from decades of experience with privately held businesses in the SME marketplace.

See below for list of services we provide.


  • Business acquisition analysis
  • Business plan review
  • Business foundation services
    • Entity selection
    • Accounting system set up
    • Proper record-keeping
    • Best practices

Growth & maturity

  • Business management services
    • Strategic planning
    • Financial forecast & projections
    • Cash flow & budgeting
    • Revenue & pricing analysis

Exit planning

  • Business sales
  • Pricing strategies
  • Asset allocation
  • Esop analysis