The Right Fit for You We’re the right fit for businesses and individuals. From corporations, to limited liability companies, partnerships, sole proprietorships, and families, we start by sketching out a vision for your future. Then we work with you to create a realistic plan of how to get you there. Private Business Services Client Accounting Services By outsourcing this traditionally internal function, organizations can receive greater efficiency, a higher quality of service and deeper expertise. Audit Preparation The annual audit preparation should not be commenced in the eleventh hour. It should be a year round activity so that surprises are avoided and a faster opinion is achieved. Risk Management Statistics indicate that the annual business fraud is in the neighborhood of $650 billion, with the average loss for a small business to be $190,000. Our review of your entity’s current processes and our risk identification and management processes can help avoid your business becoming a statistic. Family Wealth & Transfer For individuals and families with high worth assets, protecting and extending their legacy is a challenging task. We can guide you through the complex issues involved in inheritance, trust planning, and estate planning.
The Right Fit for You We’re the right fit for businesses and individuals. From corporations, to limited liability companies, partnerships, sole proprietorships, and families, we start by sketching out a vision for your future. Then we work with you to create a realistic plan of how to get you there. Private Business Services Client Accounting Services By outsourcing this traditionally internal function, organizations can receive greater efficiency, a higher quality of service and deeper expertise. Audit Preparation The annual audit preparation should not be commenced in the eleventh hour. It should be a year round activity so that surprises are avoided and a faster opinion is achieved. Risk Management Statistics indicate that the annual business fraud is in the neighborhood of $650 billion, with the average loss for a small business to be $190,000. Our review of your entity’s current processes and our risk identification and management processes can help avoid your business becoming a statistic. Family Wealth & Transfer For individuals and families with high worth assets, protecting and extending their legacy is a challenging task. We can guide you through the complex issues involved in inheritance, trust planning, and estate planning.
