We are our small business clients’ go-to advisor.
We work on everything financial – accounting and tax, borrowing needs, organizational issues, pricing, mergers, buyouts, succession, system development, bonus and incentive plans, Quickbooks, retirement plans, cash management, insurance, staff training, internal controls, payroll and buy/sell agreements.
We structure our arrangements so our clients can call us without the pressure of being on the clock. We want our client’s calls; we encourage them to call. We get dozens of calls a day, very few on the clock. That’s the way it should be.
