In addition to traditional accounting, audit, and tax services, we routinely assist our clients with a variety of unique financial matters involving their personal and business activities. We are experienced financial advisors with an extensive range of industry knowledge and specialized technical skills.


The effectiveness of our consulting services reflects our in-depth knowledge and experience, and our understanding of our clients. After listening to our client's objectives, we develop a plan by outlining opportunities and challenges, evaluating alternatives, and formulating proposed actions. Throughout the project, we regularly communicate with the client and provide progress updates. We are committed to providing excellent quality services to meet our clients' needs and surpass their expectations.

Our Consulting Services include:

Operational Consulting

  • Performance measurement

  • Risk assessment and insurance evaluation

  • Planning and budgeting

  • Policies and procedures development

  • Financing alternatives, including loan proposals and presentations

Mergers, Acquisitions, and Divestitures

  • Due diligence

  • Deal structuring

  • Financing alternatives

  • Valuation assessment

Personal Financial Planning

  • Retirement planning

  • Education funding

  • Spending plans (budgets)

  • Estate planning

  • Wealth accumulation

Litigation Support Services to Attorneys


Practice Leaders