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Consulting Services

Business Consulting


We are interested in the personal and business successes of our clients. We can help your business identify areas that are negatively affecting profitability and growth and help you develop solutions that are practical and technically sound. The following is just a few of the areas in which we provide consulting services.

  • Type of entity selection

  • Buying/selling a business

  • Financial & retirement decisions

  • Estate, trust & gift planning

Business Consulting

Software Consulting



QuickBooks® is the number one selling accounting software for small business. It is popular with many of our small business clients too.  We can help you decide if it's right for your business. If it is, we can install it, train your staff and provide ongoing support.

Several individuals on staff are QuickBooks ProAdvisor® Program members including some advisors with more than twenty years of experience with QuickBooks®.

We offer:

  • Installation assistance

  • Initial setup

  • Individual training

  • Usage assistance

  • Periodic review

Assistance is available both in person and via a remote connection to your computer.

Other Software


We can assist you with other small business accounting packages, too.  QuickBooks® does not fit every industry or business.  Some of our clients use other popular accounting packages or software that is very specific to their industry.  Call us for more information.

Software Consulting
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