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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


Silver Lake Launches New 25-Year Investment Strategy Backed by Mubadala

Abu Dhabi sovereign-wealth fund Mubadala Investment Co. is making an investment in Silver Lake and contributing $2 billion to help the technology-focused private-equity firm launch a new long-term ...

Kroll Agrees to Pay $2 Million to Settle Allegations It Broke Credit-Ratings Rules

The deal marks the SEC’s second such settlement in less than five months....

Micron Sees Some Flashing Pain

A shift toward NAND flash will weigh somewhat on profits because of pricing pressure and higher costs associated with a new manufacturing process....

JPMorgan Paying $920 Million to Resolve Market Manipulation Probes

The settlement concludes federal investigations into the bank over manipulation of precious-metals and Treasurys markets. The fine is the largest the CFTC has ever imposed for the tactic known as “...

Palantir's and Asana's Dueling IPOs to Test Direct-Listing Process, NYSE

Both companies are poised to do direct listings on Wednesday. Only two other notable companies have done them before....

U.S. Stocks Slip Ahead of First Trump-Biden Debate

Democrats unveiled a revised spending bill, but investors see dim prospects for additional relief from the government before the November elections....

Palantir's IPO Shortcut: A Direct Listing

Palantir and smaller tech startup Asana are set to go public this week using a nontraditional process called a direct listing. Here’s what you need to know....

Goldman Shuffles Consumer Banking, Asset Management Executives

A woman will run a major division at Goldman Sachs for the first time in years as CEO David Solomon continues to put his mark on the bank....

Danger Is Approaching for Coronavirus Vaccine Stocks

As the race for a Covid-19 vaccine enters the final stretch, investors should be more wary of common drug development pitfalls....

Covid or Not, This Company Has No Repeat Customers

Lots of industries have seen demand pulled forward by the Covid-19 pandemic, but a death-care company is trying to figure out when it would have seen that demand anyway....