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Business Consulting

Strategies to Help Your Business Grow & Thrive

We support clients on a full-service basis. Our business consulting services ensure that you are successful from the launch of your business and as you move forward. We know that there are many aspects of running a successful operation, and that’s why we cover all the bases—offering everything from entity selection and initial setup of your accounting records to accounting software conversion and QuickBooks training. Take a moment to review our complete list of consulting services, and consider the items that meet your needs:

  • Accounting software conversion and implementation
  • QuickBooks training and consultation
  • Management and control systems review
  • Litigation support
  • Business valuation
  • Strategic planning
  • Entity selection
  • Financial planning
  • College education funding planning
  • Retirement distribution planning
  • Trustee, executor, and administrator service

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 Our Specialties

Churches

Our professionals thoroughly understand fund accounting and a church’s need for detailed and timely financial statements. Our accounting experts provide you with...

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Optometrists

We know that many optometry providers actually run two businesses: the clinical practice and a retail optics boutique. Specializing in the optometry industry, we also understand the complex and time-consuming nature of your accounting processes...

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Service-based Businesses

Service-based businesses require specialized accounting, tax, payroll and other financial services—and our firm delivers. Our skilled team of financial experts have years of experience helping...

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