In addition to our traditional tax, accounting, and valuation services, we offer a broad range of financial consulting services for business owners and managers. These activities are engaged on a project-by-project basis and may be billed hourly or as a flat fee – depending on scope and complexity.
PARTIAL LIST OF CONSULTING ENGAGEMENTS- Entity changes
- Accounting method changes
- Capitalizing vs. expensing analyses
- Fixed asset consulting including purchased, self-created and intellectual property
- Like-kind exchange analyses
- Stock option ramifications (employer and employee)
- Capital gain and loss analyses, including worthless securities
- Research and development costs
- Loan amortization schedule preparation
- Business purchases, dissolutions and disposals
- Asset purchases and disposals
- Employee vs. independent contractor analyses
- Reasonable compensation issues
- Business valuations
- Buy-sell agreements
- Cash flow analyses and budget development
- Purchase/lease analyses
- Strategic business planning
- Prepare or review loan applications
- Assist in establishing bank relationships
- Review contracts and other related documents for business and tax implications