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Advisory Services

Our office specializes in various types of management consulting services, designed to improve a business' performance and help owners get from where they are to where they want to be. These services assist our clients with meeting the demands of the changing economic and business climate. This expertise is available to all businesses and not-for-profit entities.

Types of Advisory Services

Client Accounting Services

  • Cash flow analysis
  • Quickbooks consulting & support
  • Payroll¬†services
  • Bookkeeping
  • Accounting systems development

Business Advisory

  • Strategic business planning
  • Business valuations
  • Capital improvement analysis
  • Business succession & transition planning
  • Business plan development
  • Mergers & acquisitions
  • Projections
  • Benchmarking &¬† key performance indicators
  • Marketing strategy & digital marketing services
  • Budgeting & forecasting

Financial

  • Wealth management
  • Retirement planning
  • Life insurance
  • Disability insurance
  • Long-Term Care Insurance

Click to View Our Advanced Advisory Services

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