Consulting Services


Assisting You in Increasing After-tax Profitability.

The close-working relationship we share with our clients gives us a better understanding of their overall financial goals. We offer a broad array of valuable consulting services, including: cash management, risk management (insurance), financing, business valuation, compensation and benefit plans, computer-based bookkeeping systems, succession planning for family-owned businesses, mergers and acquisitions, health care, compliance with government regulations, litigation support, software evaluation and setups, and audit management.


Organizational Consulting

We provide expert advisory services to assist you with such issues as organizational structure, job descriptions, performance appraisal, team building, communication, and other human resource concerns.

Internal Controls Review

Our firm will help you protect your assets by analyzing and improving your existing internal control systems. We are available to identify areas of vulnerability and recommend long-term solutions.

Diagnostic Review

Interested in achieving more efficient and profitable operations? Have our team perform a diagnostic review of your business operations to pinpoint the areas in which efficiency and profitability could be enhanced.

Other Services Include...

Board member selection, conflict resolution, leadership coaching, arbitration and litigation management, and succession planning.

Financial Services for Growth-Minded Businesses