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Consulting

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Individuals and businesses often need help making financial decisions during times of change whether it be changes in tax laws, changes due to life events or changes in business activities. We can help provide valuable information to help you make the best informed decision possible. We can become your professional advisor, to help you plan and implement strategies for your specific individual or business needs, such as: 

  • CFO or Controller services
  • Finance & Administration
  • Project management
  • New business formation
  • Business acquisition and disposition
  • Purchase or sale agreements
  • Employee compensation plans
  • Lease or buy decisions
  • Strategic planning
  • Succession planning
  • Cash management 
  • Treasury services
  • Business transaction advisory
  • Budgets, forecasts and projections
  • Assist in bank financing
  • Business transformation and organizational change management
  • Internal control process improvement
  • Assist in system planning and implementation
  • Strategic business planning
  • Valuable financial analysis - break-even analysis, variance analysis, trend analysis and many others
  • Assist in audit process
  • Board of director or executive presentations and financial advisory
  • Staff training and support

To learn more about how we can help you with consulting services, please complete this form to get a Free Consultation

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