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Consulting Services

We can help your business identify areas that are negatively affecting profitability and growth and then 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 consulting services:

Accounting software selection and implementation

Type of entity selection

Business planning

Employee benefit plans (regulatory filings, asset allocation and plan/design)

Buying/selling a business

Computer systems

Financial & retirement decisions

Estate, trust & gift planning