Get professional and personalized advice about tax issues, accounting and financial planning that can easily be put to work for your business.
Start-up Consulting
Maximize your new business potential with a professional review from our small business specialists. We can help with:
- Business plan preparation
- Entity structure planning
- Incorporation filing
- Accounting systems setup
- Financing evaluation
Performance Planning
Keep on top of your performance and stay informed about how it affects your goals. Get our expert advice on:
- Budgeting and forecasting
- Periodic financial review
- Operational analysis
- Opportunity assessment
Accounting Systems Support
Streamline your existing system capabilities to maximize accounting effectiveness. We offer:
- Support for QuickBooks®
- Assistance with setup, training and ongoing accounting program support
- Electronic exchange of bookkeeping information for review and reconciliation
- General ledger adjustments to balance computer records with financial statements
Transition & Succession Planning
Accurately assess the value of your business to decide on a sale price, and determine what the tax implications will be to your investments and retirement savings. We can provide you with:
- Business or enterprise valuation
- Valuation of intellectual property
- Debt, equity and asset valuation
- Business loss or damage valuation