Consulting Services


» Corporate Restructuring: Including modernizing companies that have been around for decades – but may be Technologically stuck back a few decades
» Evaluation and Strategic Implementation
» Start-Ups and Corporate Organization: Corporate formation (determine which type of corporation best suits your business model; C-Corp, S-Corp, LLC, LLP, or DBA)
» Consolidations: Strategic Analysis
» Closures: Corporate Downsizing and Dissolution
» Debt Servicing and Debt Collection

Commitment to Excellence!

As a multi-disciplined professional service firm, we provide outstanding service to our clients due to our underlying principles of professionalism, responsiveness and quality.


By combining our expertise, experience and energy, each client receives custom, personal and professional attention.

Our high standards, service and specialization reflect the difference between our outstanding performance, and other firms. We insure that every client is served by the combined expertise and experience of the entire firm. To accomplish this, we have set-up our services by division so that the specialization of each division contributes to the success of our clients.


Clients who choose our firm rely on timely, competent service and consult. We provide full spectrum financial services to individuals, large and small businesses, not for profit organizations and all other agencies.

Through hard work and dedicated service, we have earned the respect of the business and financial communities, illustrating our diverse expertise, dedication and ability to respond on a timely basis.

Securities Dealer, Insurance agent, Licensed financial adviser and certain consulting and accounting services are outsourced to affiliated companies that we have worked with to insure a fit with your custom needs and requests.

Your Accounting Software Specialist

Your accounting software specialist ensures that your accounting data file is set up correctly to fit your business model and to provide the reporting functionality your business requires, and that your bookkeeper is fully trained in how to process activity appropriately in your accounting file. Although we specialize in QuickBooks® and QuickBooks Enterprise Solutions® accounting software, we can provide specialists in other packages such as Masterbuilder, E2, or Quicken if QuickBooks does not meet your accounting software needs.