Consulting
Consulting Services for Businesses, Governments, Nonprofit Organizations and Individuals
Management Consulting
Our flagship management consulting service is a program for business success called Managing What Matters. This proven process is designed to take much of the guesswork out of running your business by identifying, monitoring and rewarding the activities that lead to financial success.
Internal Control
A deficient system of internal controls opens the door for error, or worse, fraud. We have developed a process for evaluating internal controls in small and middle market businesses. The outcome of the evaluation is a report detailing your company’s control deficiencies along with practical recommendations for improvement.
Fraud Investigation
Sometimes referred to as forensic accounting, fraud examinations are becoming more common in business and legal settings. We can assist you in identifying fraud risks and investigating fraudulent activities. These investigations often lead to recovery of funds.
Litigation Support
Complex litigation frequently requires the expertise of a qualified accountant. We can assist you in these matters, working closely with your attorneys in all phases of the dispute.
Certified QuickBooks and QuickBooks Enterprise ProAdvisor Services
As Certified QuickBooks ProAdvisors, we have experts on staff who have been tested and certified by Intuit on a range of QuickBooks products. We help businesses get the most out of their QuickBooks software, and provide a range of services, including QuickBooks consulting, setup, training and troubleshooting.
Recent Consulting News
Substantiating business expenses: A primer
Nov 16, 2023 | Accounting, Businesses, Consulting, Tax
Businesses can generally deduct their "ordinary and necessary" business expenses. But even if an expense is legitimate, it's not deductible unless it's adequately substantiated. Typically, substantiation requires proof of payment and evidence showing the character...
How to maintain cash flow in a volatile economy
Oct 13, 2023 | Accounting, Auditing, Businesses, Consulting, Tax
Most business owners know that sustaining a steady cash flow through the ups and downs of economic cycles is key to a business's long-term success. But when you're coping with an unpredictable economy and the many complexities of running a business, it's easy to...
Are college scholarships and grants taxable?
Sep 7, 2023 | Accounting, Consulting, Individuals, Tax
With students headed back to campus, college finances are on the minds of many parents. This includes parents of students who have received scholarships and grants. Obviously, these funds help relieve some of the burden of paying for college. But you might be...
How to manage taxes in retirement
May 13, 2023 | Consulting, Individuals, Tax
Good for you! You're planning and saving money for a financially secure retirement. But don't neglect the one factor that could make an important difference: the impact of taxes on retirement finances.Many retirees don't consider how taxes will affect their...
Crafting a buy-sell agreement
May 21, 2021 | Businesses, Consulting, Tax
Most companies with more than one owner should have a buy-sell agreement in place. Here are some of the key considerations involved in developing this legal document. BENEFITS TO REAP A well-designed buy-sell agreement provides many benefits, including: • Keeping...
Don’t get taken: Get a business fraud checkup!
Dec 8, 2020 | Accounting, Auditing, Automobile Dealers, Businesses, Construction Contractors, Consulting, Manufacturing
The median loss due to occupational fraud is $160,000 ($231,000 for privately-held companies.) In a recent study, 42% of victims were privately-held companies, and almost 40% of those cases involved companies with less than 100 employees. The vast majority...