Consulting & Advisory Services

When You Need the Knowledge and Experience of a Trusted Advisor

We support clients on a full-service basis. Our business consulting and advisory services ensure that you are successful from the time you launch your business until the time you decide to retire or sell. We know that there are many aspects of running a successful operation, and we’re here to help along every step of the way—offering everything from entity selection and initial setup of your accounting records to accounting software conversion and QuickBooks training. Take a moment to review our complete list of consulting services, and consider the items that meet your needs:

  • Business startup advisory
  • Entity election and structure
  • Business plan development
  • Corporate financing, budgeting and forecasting
  • Cash-flow analysis and projections
  • Lease vs. capital purchase analysis
  • Staffing and labor cost analysis
  • Pricing and fee structure analysis
  • Cost segregation
  • Internal controls
  • Transaction advisory services (valuation, due diligence, tax planning)
  • Succession planning
  • QuickBooks training and consultation
  • Litigation support
  • Business valuation
  • Strategic planning
  • Financial planning
  • Trustee, executor, and administrator services

Client Center

- Individual Clients
- Business Clients
- Client Employee



704-636-1040 phone | 704-637-3084 fax