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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

Citigroup Facing New Regulatory Knock on Its Living Will

A top U.S. banking regulator is preparing to hand Citigroup a failing grade on its living-will plan, the latest rebuke for the megabank that has struggled to stay in the government’s good graces....

Midsize Companies Are Big Business for Wall Street's Megabanks

With fewer large deals, banks including JPMorgan are earning more fees from smaller outfits....

Activist Starboard Value Has Stake in Autodesk

Starboard met with executives of the design-software maker in recent weeks....

French Markets Could Do With More Sangfroid

Bond investors have been spooked by Marine Le Pen’s euroskeptic and far-right party potentially winning the French legislative election. But recent cases of ousted populist politicians show that ce...

Two Is Better Than One in the Alzheimer's Market

The approval of Eli Lilly’s Alzheimer’s drug donanemab could help build momentum for Biogen’s struggling drug Leqembi....

UBS Proposes Payout for Investors Slammed by Credit Suisse Greensill Funds

UBS said it would repay investors 90% of their remaining fund stakes, but that the payments won’t affect its group results or capital ....

A Big Bond Rally Is Promising Help for Home Buyers

The sharp rise in bond prices has pushed down the yield on the 10-year U.S. Treasury note, a benchmark for mortgage rates and other borrowing costs across the economy....

Fisher Investments Strikes Deal With Advent

The private-equity investor plans to take a minority stake in the firm known for its ubiquitous advertisements....

Japan's Chip Equipment Maker Disco Catches AI Fever

The maker of equipment for semiconductor manufacturing occupies a key role in the chip-supply chain....

Wells Fargo Bet on a Flashy Rent Credit Card. It Is Costing the Bank Dearly.

The bank is losing money every month on the program as savvy customers flock to the card and projections on key revenue drivers turn out to be inaccurate. ...