Consultation

We can help your business identify areas affecting profitability and growth and develop solutions that are practical and best suited to resolve your business issues.

 

We gauge our worth by the personal and business successes of our clients. In addition to acting as a financial consultant for management, we provide comprehensive, flexible and solutions that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:



 

  • Accounting software selection and implementation
  • Type of entity selection
  • Estate, trust & gift planning
  • Buying/selling a business
  • Creation of corporation or LLC
  • Financial & retirement decisions
  • Creation of corporation or LLC
    We can expedite the formation of your corporation or LLC by making certain that all requirements are met.
     
    • Articles of Incorporation
    • Corporate minutes
    • Corporate by-laws
    • Corporate kit
    • Stock certificate
    • Corporate seal
    • Preliminary name search
    • Federal Tax Identification Number
    • State Sales Tax Number
    • State Unemployment Tax Account Number
       
  • Sub-Chapter S:
     
    • Corporate Resolutions
    • Special Stock Certificates
    • Shareholders Restrictive Agreement
    • Notice and Minutes of your corporation’s Annual Meeting of Shareholders or Directors
    • Notice and Minutes of your LLC’s Annual Meeting of Members or Managers
    • Indemnification Agreement and Covenant Not to Sue
    • Shareholders Restrictive Agreement
       
  • Buying & Selling a Business
    Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has the experience to guide you through the acquisition/disposition process by addressing issues such as cash flow analysis and tax considerations.

     
  • Business Valuations
    Our firm provides cost-effective business valuation services, quickly and efficiently.
     
  • Pension & Profit Sharing Plans
    Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs...) can provide significant tax advantages for closely-held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

     
  • Management Advisory Services
    Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.


  • Accounting Software Selection
    With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.