Advisory

A key component of our services is functioning as an advisor for clients- especially when it comes to adding value to the decision-making process of a business or organization. While advisory covers a wide range of services, here is a partial list of items we can address:

  • Business plans
  • Startup assistance
  • Financing alternatives & loan applications
  • Financial forecasts
  • Cash flow projections
  • Budget preparation
  • Management reporting
  • Business process improvement
  • Buying & selling a business
  • Succession planning & exit strategy
  • Accounting software selection & implementation (see Software Support)
  • Financial & retirement planning (see Taxation)
  • Estate planning (see Taxation)
  • And more!

It all starts with a conversation- contact us to discuss your needs and we can determine the best way to reach your objectives.

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