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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

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Former acting U.S. Attorney Joon Kim will investigate the bank regulator’s responses to allegations of harassment and discrimination....

Macy's Buyout Could Take a Miracle on 34th Street

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Investor Group Launches $5.8 Billion Buyout Bid for Macy's

Arkhouse Management and Brigade Capital recently submitted a proposal to acquire the famed retailer for $21 a share....

What India Needs to Ditch Coal

India has good reasons for refusing to commit to curtailing investment in new coal power at the COP28 climate conference....

A Spot Bitcoin ETF Is Easy. What Comes Next Could Get Dangerous.

The crypto rally has broadened beyond bitcoin, but a flood of institutional money into markets like ether could come with unexpected risks....

Your Cash Is Earning 5% Interest. Is Now the Time to Move It?

Investors are considering taking on more risk ahead of possible interest-rate cuts....

The Math for Buying a Home No Longer Works. These Charts Show You Why.

What does it take to buy a home in the U.S.? A lot more than it did before the Federal Reserve raised interest rates....

When Bond Yields Dropped, the Everything Rally Kicked Off

Stocks, bonds, crypto and gold are surging, sparking worries of a fleeting sugar high....

Cigna Calls Off Humana Pursuit, Plans Big Stock Buyback

The health-insurance providers couldn’t agree on financial terms for a deal that would have created a $140 billion giant....

Why Treasury Auctions Have Wall Street on Edge

The U.S. Treasury prefers its debt sales to be humdrum affairs. Lately, they are sparking fireworks in markets....