We’re the right fit for businesses and individuals. From corporations, to limited liability companies, partnerships, sole proprietorships, and families, we start by sketching out a vision for your future. Then we work with you to create a realistic plan of how to get you there.
Our services for private businesses include:
Client Accounting Services
By outsourcing this traditionally internal function, organizations can receive greater efficiency, a higher quality of service and deeper expertise.
The annual audit preparation should not be commenced in the eleventh hour. It should be a year round activity so that surprises are avoided and a faster opinion is achieved.
Statistics indicate that the annual business fraud is in the neighborhood of $650 billion, with the average loss for a small business to be $190,000. Our review of your entity’s current processes and our risk identification and management processes can help avoid your business becoming a statistic.
Family Wealth & Transfer
For individuals and families with high worth assets, protecting and extending their legacy is a challenging task. We can guide you through the complex issues involved in inheritance, trust planning, and estate planning.