A buy-sell agreement is a critical component of succession planning for many businesses. It sets the terms and conditions under which an owner’s business interest can be sold to another owner (or owners) should an unexpected tragedy or turn of events occurs. It also establishes...
Consulting Services for Businesses, Governments, Nonprofit Organizations and Individuals
The goal of our consulting group is to enable business owners and managers to use their talents in the most effective ways possible. This often means designing processes and developing people to enable higher levels of productivity. This allows business owners and managers to spend less time on daily operations and problem-solving, and to become more focused on strategic efforts for the organization. Sometimes, it means augmenting management’s capabilities by providing expertise and objective analysis, or assisting with risk management activities, such as IT security or internal control evaluation.
Our flagship management consulting service is a program for business success called Managing What Matters. This proven process is designed to take much of the guesswork out of running your business by identifying, monitoring and rewarding the activities that lead to financial success.
A deficient system of internal controls opens the door for error, or worse, fraud. We have developed a process for evaluating internal controls in small and middle market businesses. The outcome of the evaluation is a report detailing your company’s control deficiencies along with practical recommendations for improvement.
Sometimes referred to as forensic accounting, fraud examinations are becoming more common in business and legal settings. We can assist you in identifying fraud risks and investigating fraudulent activities. These investigations often lead to recovery of funds.
Complex litigation frequently requires the expertise of a qualified accountant. We can assist you in these matters, working closely with your attorneys in all phases of the dispute.
Certified QuickBooks and QuickBooks Enterprise ProAdvisor Services
As Certified QuickBooks ProAdvisors, we have experts on staff who have been tested and certified by Intuit on a range of QuickBooks products. We help businesses get the most out of their QuickBooks software, and provide a range of services, including QuickBooks consulting, setup, training and troubleshooting.