business consultation & tax advisory services

The key to business success lies in having access to the numbers and a good understanding of how they relate to your overall strategy.

Our hands on approach helps your small business become a better business. Our Business Architect Services are designed to provide the information you need on a monthly or weekly basis through the preparation of cash flow projections and budgets that help create and refine annual goals and long-term strategic plans. 

Our services provide you with confidence in the accuracy of all of your financial reports, giving you a greater ability to interpret the information at hand and react to it more quickly and easily. Additionally, we provide frequent updates and explanations of tax law changes so that you can immediately understand their impact on your company, as well as how best to leverage them for your company’s advantage. 

We provide assistance and recommendations regarding which insurance provides the best protection for your business as well as for your personal needs, and can ensure that all of your legal documents are current and written in a way that is proactive and designed to provide protection against prosecution and strategies for shifts in the company’s makeup of shareholders, partners, and executives. 

We’ll share our knowledge of the financial industry, including the advantages of developing a rapport with a personal banker, as well as state-of-the-art cash management tools that will provide greater economies and efficiencies in processing credit cards and other financial transactions. 

Finally, we’ll help you to create the necessary exit strategies, retirement plans and long-term goals that will provide you with a strong sense of confidence and control in the future of your business.

Deciding what type of business entity to create as a start up is a decision that can lead to reporting, cost and tax implications.  Our experts can guide you through the process. 

Our business consultants assist with entity formation and government licensing.

Obtaining government certifications can be advantageous to your business or tax situation.  Let us help clear the waters to ensure smooth sailing for your business launch.

 Optimizing operations and utilizing new technologies is critical for any business. Our Core Business Operations team supports the heart of your business through transformation of existing technology platforms to drive innovation, improve financial performance, and accelerate speed to market.

Core business operations and systems enable a company to grow stronger and take on challenges with confidence. 

A well-maintained business core can support your entire organization and its operations transformation.

Our Core Business Operations services advise, implement, and operate comprehensive solutions for a range of industries.

An intelligent and efficient tax strategy is the goal for every business owner.  Achieving that goal is not always so straightforward, especially with ever-changing and sometimes incomprehensible U.S tax laws. 

Businesses need a parther that is thoroughly trained, knowledgeable, and always up to date on the latest U.S. tax codes at both the federal and state levels.

We have helped many business owners make sense of this overly complicated process through our organizational capabilities and use of techniques designed to maximize our clients’ tax savings. 

 Having a tax strategy could save your business thousands of dollars over its life in over payments of tax.  Our advisors work with clients to strategize, plan and properly categorize our clients’ finances in a manner that minimizes tax liabilities.