Advisory Services

Our firm has the experience, resources and creative solutions to improve the efficiency and profitability of your business.  The services we provide are structured to fit each of our client’s needs and to allow the greatest flexibility. Our firm can assist in developing strategies to achieve your business mission and meet your goals.  We can also help your management team in developing long-term objectives and specific market strategies to facilitate your business’ future growth and success. 

In order to serve as effective advisors, we believe it is important to provide useful information that will help you make the right business decisions.  We will advise you on ways to achieve results by giving you the information you need to make sound choices, make changes if necessary and pinpoint potential problems.  Because of our proactive approach with foreseeing potential problems that may confront your business, we can advise you on ways to avoid them and protect your investment.

We understand that the decisions our clients make today, ultimately affects the longevity and future of their company.  Our goal as an advisor is to help you plan, convey your business objectives and help achieve and maintain a competitive position.

Following are the advisory services we provide:

  • Valuation - Consulting, report writing and testify needs where a sound measure of value is the issue.

  • Strategic Planning - Annual planning with goals and tasks, and management succession planning with strategy development.

  • Management Evaluation - Evaluate the effectiveness and efficiency of business operations (accounting, human resources, production, inventory, product management and information technology).

  • Human Resource Consulting - Recruit and hiring assistance, interim bookkeeping and controllership services.  Development of policy and procedure guides (employee handbooks, job descriptions, employee performance management and compensation plans).

For information or questions regarding our advisory services, please contact us.