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!

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Information and Resources

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.

2023 Year-End Business Deductions

by Kernutt Stokes |
There have been changes over the last few years for what businesses can deduct when it comes to meals and entertainment. Download our helpful document that outlines what you can deduct for business meals, entertainment, employee parking, and club dues.