BUSINESS, CONSULTING AND ADVISORY SERVICES
  • CEO / CFO Level Services
    • Project or Issue Specific
    • Interim / Short Term, or Long Term
    • Executive Vision and Implementation
    • Coordinate and Navigate:
      • External Professional relationships and activities
      • Employee relationships and development
      • Achievement of Specific activites or results
  • Business Plans
    • New or Revised Business Plans
    • Strategic Planning
  • Merger / Acquisition / Sell / Value Assistance and Analysis
    • Growth / Expansion / Acquisition strategies
    • Partner Addition or Exit Strategies
  • Market Analysis / Opportunities and Threat Strategies
    • Identifying and maximizing strengths, eliminting weaknesses
    • Identifying opportunities and threats, and implementing plans and strategies to execute and capitalize
  • Turnaround Services 
    • Unique Circumstances required advanced and integrated thinking
    • Strategy changes and implementation
    • Troubled or complex challenges
  • Cost Analysis and Streamling
  • Forecasts and Projections
  • Financing / Debt Restructuring
    • Financing / Equity Packages for:
      • Bank financing / refinancing
      • Investment / Equity / Capital solicitation or consideration
  • International Business and Tax Services
    • Navigating international business activities and structures
    • Reporting and Compliance Considerations
  • Estate Tax Services
    • Planning / Service for High Wealth Individuals
    • International Estate Considerations
  • Various Other General Business and Consulting Services

ACCOUNTING SERVICES
  • Financial Statements
  • CFO Outsourcing
  • Year End Accounting Services
  • Monthly Accounting / General Ledger Services
  • Payroll and Payroll Tax Services
  • Sales Tax Services

TAXATION
  • C-Corporations and S-Corporations
  • Limited Liability Entities and Partnerships
  • Personal Tax Services for Owners
  • International / Multi-State Tax Services and Planning
  • Estate and Trust Tax Services and Planning for High Wealth
  • Tax and Intergrated Planning