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Consulting Services

Our consulting services are designed primarily to help you make decisions. Surveys have shown that certified public accountants are the leading advisors to the public and one of the most trusted. We can ease the burden of your most important decisions. Should you incorporate? Which retirement plan is best for you? Should you lease or buy your office space and equipment? What should a partnership or employment agreement include? Making financially sound decisions in these and many other areas is vital in order to be a success. We have tackled these complex questions before.

We believe that helping our clients manage and operate their financial affairs is an exciting and challenging task. And we look forward to assisting our clients when a need arises.

  • Organizational planning
  • Financial business planning
  • Management control and reports
  • System and procedure studies
  • Forms, reports and paperwork control
  • Office personnel work measurements, standards and control
  • Expense reduction programs
  • Operating and financial analyses
  • Assistance in obtaining financing or raising capital
  • Budgeting and planning for profit
  • Executive compensation plans
  • Payroll tax, wage and hour counseling
  • Employee compensation and fringe programs
  • Cash Flow and Budgeting Analysis
  • Accounting methods and procedures
  • Pension, profit sharing and employee benefit planning
  • Financial business planning
  • Operating cost studies
  • Contract and Transaction Negotiation and Planning

News

When a Museum Closes, What Happens to Its Collection?

More museums are finding out, as financial strains—thanks, in part, to pandemic lockdowns—have taken a toll on budgets....

When Given a Menu of Tipping Options, People Tip More

A study of New York cab drivers also suggests that when you increase the possible tips, overall tips may go up....

15 Ways Consumers Can Deal With—-and Even Benefit From—-Rising Inflation

Among the tactics: calculate your personal inflation rate and buy the car you’re leasing....

Crypto Might Have an Insider Trading Problem

Public data suggests that several crypto investors profited from inside knowledge of when tokens would be listed on exchanges....

Investors Dare to Dip Back Into Bonds

While investors anticipate further turmoil if the economy slides into recession, they say bond prices have fallen to levels that are too good to pass up....

The Market Is Melting Down and People Are Feeling It. 'My Stomach Is Churning All Day.'

Many are watching the investments they meant for down payments, tuition or retirement shrink day after day....

Walmart, Spirit Airlines, Netflix: Stocks That Defined the Week

Here are seven major companies whose stocks moved on the week’s news....

Surging Dollar Raises Possibility of Euro Parity

The euro’s slide against the dollar is breathing new life into a two-decade old question: Will this be the year the currencies reach parity?...

S&P 500 Pares Losses After Hitting Bear-Market Territory

The benchmark was down more than 20% from its recent high after major stock indexes lost ground in Friday trading, but then rallied to end the day near flat....

Recession Trade Is On as Market Pain Spreads Beyond Tech

The monthslong selloff in the stock market has accelerated lately, with the pain spreading to even consumer-staples companies that had been relatively shielded from the turmoil....