Business Consulting

There are many opportunities for planning and analysis in the life cycle of your business.  Here are just a few of the  services we provide:

  • We can help you to set up your Employer ID Numbers and ensure you are in compliance with other important IRS regulations that are required of any small business.
  • We can provide you with training and support for QuickBooks® bookkeeping software.                              Customizing a plan for you
  • We can help you design an Accounting System that will best suit your business.
  • We can help you to build a strong financial framework for your business, then monitor and manage it smartly.
  • We can advise you on the retirement plan best suited for your business.  Employees value an employer sponsored retirement plan and the cost to your business can be surprisingly reasonable. SEPs and SIMPLE Plans can provide significant tax savings.
  • With sound financial budgets, you can pinpoint areas that need attention in a timely manner.
  • Business continuation plans can enable you to successfully transition into retirement while family members step into management and ownership of family owned businesses.