Financial Services

All Your Financial Services Needs

Business • Personal • Taxes • Legal • Valuation

  • Outsourced Temporary/Part-Time CFO/Controller Services
  • Capital Projects Funding
  • Raising Capital and Securing Financing
  • Grants Funding
  • Private Equity Funding
  • Business Structuring
  • Business Management (including International)
  • Financial Reporting Systems (QuickBooks Pro Advisor)
  • Accounting System Design
  • Financial Statement Compilation and Review
  • Employee Compensation and Benefits Plan – Design and Consulting
  • Human Resources, Employer Compliance and Safety Training Programs
  • Income Tax Preparation
  • Ongoing Tax Planning
  • Strategic Business Planning
  • Succession Planning and Ownership Transition Strategies
  • Business Valuation (Certified Valuation Analyst)
  • Asset Protection
  • Estate Planning and Use of Trusts
  • Personal Financial Planning
  • Insurance Assessment and Personal Risk Management
  • Group Health Insurance
  • Life Insurance – Group and Personal
  • Negotiating and Preparing Agreements
  • Personal Accounting and Bill Payment