Business Consulting

There are no shortcuts to running a successful business. It requires hard work and determination. We know you put a lot of time and effort into maintaining your operations and trying to meet your financial goals. How do we know?

Because we’ve been in the same situation as you. We’ve been running our business successfully for more than 70 years. And we can help you do the same.

You can rely on our professionals to help your business reach its potential through the implementation of financial, cash and risk management strategies, as well as assistance with organization, production and human resource planning. We can also identify areas which are negatively affecting your profitability and develop practical solutions to help yield optimum results.

Keeping an eye toward the future, we help each of our clients develop forward-thinking business solutions.

All of our team, including our partner group, provide business consulting services.

Let’s talk about your business!


Information and Resources

Fraud Prevention | Safeguarding Your Business

by Charlotte Kreitlow |
In the intricate web of commerce, businesses are vulnerable to various risks, with fraud being one of the most insidious threats. From embezzlement to financial misstatement manipulation, to asset misappropriation, fraudulent activities can cause irreparable damage to a company's financial health and reputation. In the face of such risks, a robust fraud prevention framework is indispensable, and well designed and implemented accounting practices play a pivotal role in fortifying the defenses of businesses against fraudulent activities.

10 Benefits of Outsourcing Your Finance Department to a Virtual Accounting Team

by Nicholas Vitale |
Outsourcing your accounting department, including transactional accountants, a controller, or a fractional CFO, to a CPA firm's "Virtual Accounting" practice has become more prevalent in recent years for small and medium-sized organizations seeking financial expertise without the high cost of a full-time employee.

3 Tips for a Successful Financial Statement Audit

by Patrick Deming |
It is that time of year again, and if you are not already deep in financial statement audit requests, you will be soon. As you get ready, it is always good practice to evaluate how to improve the audit process as well as your overall experience and that of your staff. We have found the following three tips to be key to a successful financial statement audit each year.

Corporate Transparency Act – Beneficial Ownership Information Reporting Requirement

by Kernutt Stokes |
Starting January 1, 2024, a significant number of businesses will be required to comply with the Corporate Transparency Act (“CTA). The CTA was enacted into law as part of the National Defense Act for Fiscal Year 2021. The CTA requires the disclosure of the beneficial ownership information (otherwise known as “BOI”) of certain entities from people who own or control a company.