Because of the diversity of our experience, we are proud to present the following services to our clients. The Standard Package is our initial offering and is a sufficient package for many clients to achieve financial profitability. Everything is included unless it is specifically excluded, and our pricing will be dependent upon the services needed.

"We treat your company as if it were our own."

Package Options


(Financial Consulting)

(Business Consulting)

Financial statement preparation to include working with staff to close the books and performing monthly reconciliation services to provide accurate statements, including balance sheet, income statement, and statement of cash flows
Financial statement analytical analysis, including ratio analysis, trend analysis, and identification of opportunities
Income statement and balance sheet forecasting
Cashflow management, analysis, and strategic planning
Tax planning services to ensure the most efficient tax rates
Accounting assistance and training for staff
Analysis of financial internal control structure and implementation of improvements
Analysis of personnel policies and procedures and assist in the implementation of approved changes
Assist with the negotiation of insurance and banking relationships
Review contracts for services with suppliers
Provide an experienced accounting staff on site for up to 10 hours/week
CPA available for on-site meetings with the business owner once per week for up to 4 hours/week
Business tax return
Individual tax return for shareholders/members
Analyze business processes and controls to optimize efficiency and increase production
Supply chain optimization through review of purchasing procedures, contractual relationships, and forward buying
Review and update inventory controls and optimization of inventory levels and carrying costs
Technology review and implementation to streamline operations and create cost-cutting efficiencies
Production overhead analysis and optimization
Analyze labor force and examine current workflows for improvements and optimization of cost percentages
Analyze labor burden for efficiency

Additional Services

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    Retirement and estate planning for the shareholders/members

    • Provide Products and Services for the Established Plan
    • Work With an Estate Attorney as Necessary (Additional Fees)
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    Employee Benefit plan design and implementation

    • Current and Future Rate(S) Consideration