We listen closely to our clients and agree together as to what services are needed currently and what we envision down the road. We tailor all our engagements to identify services within three main categories – Compliance, Historical/Financial Reporting and Strategic and Consultative Services. We outline with our client’s accounting team the required tax returns and other governmental reporting and assign tasks and create a timeline so these services are delivered timely and not last minute.

We then asses the client’s accounting team to be sure it is working efficiently and effectively to generate timely accurate financial information. We then help the business owner to interpret the historical results and concurrently indentify and develop action plans for needed areas of improvement. We then hope to focus the majority of our time on the consulting piece to determine what changes can be made to improve profitability and other non-financial benchmarks.

For more information and an individual consult, contact us.

  Accounting & Compliance
  Business & Management Consulting
  Medical Consulting
  Tax and Financial Planning Services
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