Assurance and Advisory Services
Our comprehensive services are designed to meet the needs of a wide range of industries including real estate, property management, professional services firms, medical practices, pharmacies and start-up businesses.
Our team is client-focused, friendly and proactive in ensuring that our clients have the information and clear direction they need to achieve their goals.
We focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures, and working to produce strategies that help you face the myriad challenges of business planning and execution.
You can transform your business to a revenue-producing asset that lets you work as much or as little as you want.
Research Beyond the Business Plan
We also ensure that the whole team is included in the process and that no one is left out during the turnaround. The most crucial part is ensuring some degree of financial stability during the turnaround.
Tax Planning and Preparation
- Financial projections
- Transaction structuring
- Debt management
- Entity restructuring