Business Advisor Services for corporations, partnerships and non-profits

Business advisor services are professional financial services. Business advisors assist with developing, executing and tracking strategic plans with business owners.

In supporting your organization, our business advisors can guide you in developing the best strategic financial and accounting practices, to ensure the highest levels of compliance with state and federal regulations

We possess a wealth of case specific knowledge covering several sectors such as financial services, telecom and insurance to assist with a wide range of business needs.

What’s included in Business Advisory Services?

Business start-up advice and assistance

Selecting the appropriate entity type of your business (e.g., LLC, “S” corporation, sole proprietor, or partnership) is a particularly major decision that can have longstanding positive or negative tax implications, 

We provide you with assistance in evaluating the advantages and disadvantages of each entity type to help you determine the best form of business type for your organization.

Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and individuals growing every day,

Selecting one that meets clients and business requirements has become increasingly difficult for small and medium size businesses.

Our experienced staff can help you choose and implement the best financial, ERP or CRM software solution system that best fits your needs.

Backoffice Support

One of the foundations of any successful business is a useful, well-organized set of financial records to ensure your business operations will continuously run more efficiently and effectively.

We are qualified to assist you with the day-to-day tasks associated with bookkeeping and preparing financial statements