We invest time to learn about your business and your position in the marketplace, including the particular risks and opportunities affecting you.

This knowledge, coupled with our training and experience, enables us to develop a map of the forces impacting your cash flow, profit, growth, and sustainability.

Our professionals are trained in diverse specialties, which affords us a much wider opportunity to deliver consulting services in comparison to other firms our size.

Business Planning: Benchmarking

As members of a group that pools data from many industries and demographics, we gain insights that provide meaningful comparisons for planning that empowers you to make confident decisions.

Entity Reorganization

Restructuring ownership or selecting the right options for a startup can be confusing. We apply experience and creativity to gain maximum advantage in your position.

Estate and Family Planning

We work with you to create a balanced plan, providing informed analysis and thoughtful recommendations to help your heirs and business go the distance.

Information Technology Services

Clients call on our specialists for remote and onsite IT support. We ensure that information management and data security technology is properly managed.

Litigation Support

We provide accounting guidance and essential infrastructure designed to manage resources, preserve cash, and accommodate growth. We provide direction and resources for day-to-day functions such as accounting, planning, purchasing, human resources, and facilities management.

Retirement Planning

Applying insights as trusted advisors, we help clients view the big picture from many angles. Our assessments include examining factors that provide the highest prospects for financial success.

Buy-Sell Agreements

We apply best practices to developing the most favorable agreement terms for our clients.

Entity Selection

We’ll help you select the best structure for your business, advising you on the advantages of each option.

Human Resource Services

We offer HR assistance to small- and medium-sized businesses. Compliance issues, employment contracts, and the selection and development of qualified candidates are among the key services we provide.

IRS/FTB Examination and Resolution

Discussions and investigations with the IRS and Franchise Tax Board can be stressful and protracted. We handle all aspects of the relationship, including personal representation.

QuickBooks ProAdvisor

As certified QuickBooks ProAdvisors® we offer consultation that helps clients fully leverage their bookkeeping systems. Choose from our seminars, site visits, or custom training programs.

Succession Planning

The successful transfer of ownership is a key to long-term success. Helping businesses large and small develop workable succession strategies is a particular strength of our team.