Consulting Services

Estate Planning

Failure to leave instruction regarding how you would like your estate administered can have a dramatic effect on those you leave behind.  With constantly changing tax laws and the inherent stresses that come with the administration of an estate, it is vital to have a plan in place that will preserve your assets and direct them to the beneficiaries of your choosing.  Through coordination with skilled attorneys, we will help direct you through the process of preparing a comprehensive plan.

Internal Controls

Internal controls are federally mandated for large, publicly-traded, business; however, they are equally important for small businesses.  Strong internal controls can help:
Prevent and/or detect employee theft.
Ensure compliance with state and federal regulations, including labor laws.
Minimize waste and improve efficiency in operations.
Provide peace-of-mind that your business will continue to operate when you’re not present.


Wanting to take your business to the next level?  Let us help you by our firm becoming your company's Controller/CFO.  Engaging us for this service allows your business to fully utilize our years of experience.  We will work with you evaluating you accounting systems, controls, financial reporting, budgeting, forecasting future growth, and many other customized services.

Business Planning

Starting a small business is full of challenges.  We have years of hands on experience working with business owners and are ready to guide you this process.   From selecting the correct type of business entity, setting you up to pay your federal taxes, payroll taxes and the various local and state taxes, we will be with you every step of the way.