Business Financial Services

A secure financial situation is critical to the well being of your business. Your company's financial needs can change for numerous reasons. Our business financial advisors can provide you with the information and advice necessary to modify your financial business strategy.

View our business financial services below to learn more.


Business Entity Selection

Choosing the form of entity of your business (e.g. S-Corp, C-Corp, sole proprietor, LLC, etc.) is a crucial decision that can have longstanding business tax implications, positive or negative. We can assist you in evaluating the advantages and/or disadvantages of each business entity type to help you determine the most advantageous form of business for your company.


Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.


Bookkeeping & Write-up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.


Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system, prepare payroll checks and prepare all necessary payroll tax returns in a timely manner.


Cash Flow & Budgeting Analysis

A business can be profitable and still experience difficulties due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.


Accounting Software Selection & Implementation

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.


Business Succession, Valuations & Buy/Sell

Business Succession Planning is the effective coordination of the transition of your business to your successors and is critical to ensure its success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Business Valuations determine the value of your business. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.

Buying or selling a business involves important details within the structuring of the process. Our competent staff has the experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.


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.


Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.


Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, simple plans, 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 retirement plan that will best serve the retirement needs of you and your employees.


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