In addition to our traditional tax, bookkeeping, and payroll services, we offer a broad range of financial consulting services for business owners and managers. These activities are engaged on a project-by-project basis and may be billed hourly or as a flat fee – depending on scope and complexity.

PARTIAL LIST OF CONSULTING ENGAGEMENTS

• Entity changes
• Accounting method changes
• Capitalizing vs. expensing analyses
• Like-kind exchange analyses
• Stock option ramifications (employer and employee)
• Capital gain and loss analyses, including worthless securities
• Research and development costs
• Loan amortization schedule preparation
• Business purchases, dissolutions and disposals
• Asset purchases and disposals
• Employee vs. independent contractor analyses
• Reasonable compensation issues
• Cash flow analyses and budget development
• Purchase/lease analyses
• Cash flow analyses and budget development
• Purchase/lease analyses
• Strategic business planning
• Prepare or review loan applications
• Assist in establishing bank relationships
• Review contracts and other related documents for business and tax implications