Management and Consulting

Management and Consulting Services

Management and Consulting Services

We want our clients to achieve the success they desire. We work with business owners to provide Management and Consulting Services in any capacity they require. This ensures they can manage the financial portion of their business, from entity form selection to ongoing financial management assistance.

Management and Consulting Services

  • Self-employed, small and large business consulting
  • Technology, biotech, entrepreneurial start-up
  • Medical practice formation and/or consolidation
  • Capital needs and cash flow analysis
  • Start-up planning and projections
  • Business formation and entity selection tax considerations
  • QuickBooks® ProAdvisor (PC & Mac)
  • Design or review bookkeeping and internal control systems
  • Interim CFO or Controller
  • Retirement plan and employee fringe benefit plans selection

Management and Consulting Services