General Business Consulting

Expert advice is a click away.

We are ready to consult you regarding your business.

In today’s changing economy, individuals and small businesses need trusted business advisers.  By filling the role as trusted business advisor, assistance is provided to individuals and small businesses covering a variety of objective, independent advice that spans beyondgeneral tax and accounting services.

Real world experience gained over years in meeting the consulting needs of clients is provided.  Strategies are available to address your critical business issues to generate solutions you need to be competitive.  The objective for offered solutions is to help clients achieve real results while mitigating your business risk. 

Individuals & Family Consulting Services

  • Retirement planning
  • Education planning
  • Outsourced bill pay

Small Business Consulting Services

  • Business entity selection and formation
  • Outsourced CFO services
  • Business plan development
  • Financial budgeting
  • Business loan assistance
  • Lease vs. purchase analysis
  • Job costing