Consulting Services

Business Consulting Services

We gauge our worth by the personal and business successes of our clients.  We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.  In addition to acting as a sounding board for management, we provide comprehensive flexible strategies that address the issues affecting your business. 

The following are just a few of the areas in which we provide expert consulting services:

• Accounting Software selection and implementation
• Type of entity selection for new business
• Buying/selling a business
• Financial and retirement decisions
• Pension plan selection

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback.  We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

Pension and Profit Sharing Plans

Qualified retirement plans (e.g., defined-contribution or defined benefit plans, Keoghs, SEP's...) can provide significant tax advantages for closely held businesses and self-employed individuals.  Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.