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Preserving your wealth and strengthening

financial security for generations

Business Consulting

We help to ensure that you are successful from the launch of your business and as you move forward. We understand the many aspects of running a successful operation, which is why we support you at all levels—from entity selection and initial setup of your accounting records to accounting software conversion and year-round planning.

Take a moment to review our consulting services:

  • Accounting software conversion and implementation
  • QuickBooks training and consultation
  • Management and control systems review
  • Cost Segregation Studies
  • Forensic Accounting
  • Litigation support
  • Business valuation
  • Strategic planning
  • Entity selection
  • Retirement distribution planning
  • Trustee, executor and administrator service

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