The firm provides investment counseling and financial planning. These services are directed at providing objective, innovative and personalized solutions to individuals, corporations and small businesses in the financial planning arena. The firm specializes in portfolio construction and asset management. We use a highly respected investments company as custodian for our client’s holdings.
Accounting and Bookkeeping
Agreed-Upon Procedures
Audits Reviews and Compilations | Auditing Service
Business plans | Formulate Business Plan
Business Valuation Service
Certified Acceptance Agent Service
Computing & Technology | Technology Strategies
Consulting | Business and Operations Planning
Forecasting & Projections | Financial Forecasting
Forensic Accounting | Fraud Prevention
Internal Audit | Risk Assessments
International Taxation
Litigation Support
Merger Acquisition Due Diligence | Corporate Finance
Pension Plans | Employee Benefit Plan Audits
QuickBooks Help | Consulting and Assistance
Step Up For Students Agreed-Upon Procedures
Tax Consulting and Compliance Services
The Childrens Trust | Program Specific Audit
Training/Seminars | Guidance On New Pronouncements