Advisory Services
Accounting Software Selection, Implementation, and Support
Choosing accounting software that fits the needs of the users is a crucial step to maintaining quality books and records. With our expertise, we will help determine which accounting software fits best for the needs of the business and help with implementing it for the business users. We also provide support for anything from how to input a transaction to more complicated issues.
Entity Selection and Restructuring Consulting
Your business entity has a significant impact on your taxes and other liabilities. With our knowledge and experience, you will always be consulted on the most advantageous entity type for the functions your business performs.
Financial Projections and Forecasts
No one can predict the future perfectly, but we can all benefit from planning for it. Forecasting is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what’s to come. Depending on your needs, our work can range from top-level reports to detailed financial models.
Debt and Finance Advising
Whether your needs are corporate or personal, we can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings.
Mergers and Acquisitions Consulting
Business transactions and transitions are complicated affairs. With our expert advice, you can make the right business decisions for optimum success, whether you're buying, selling, or considering a potential merger.
Business Succession Advising
Succession planning is a key component of any business cycle. We advise with the goal of ensuring the continued success of your business. We can also consult on the process of passing the business on to your children in the most tax-advantaged way.