ADVISORY SERVICES

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized and quality service.

Tax-audit-firm-billings-mt
ADVISORY SERVICES

Business valuations are a growing segment of our business. If you are looking at buying, selling, litigation, gift or estate tax purposes, or divorce, we can help you with determining the value of a business. There are many complex issues in this area of our practice and we are prepared to address them.

In our litigious society, there is often a need to quantify economic damages in existing or pending litigation using accounting and auditing techniques. We have professionals who are experienced in compiling information to assist in the calculation and documentation of any potential economic loss or damages.

Structuring a sale or purchase of a business is a highly important step when someone is considering purchasing or selling a business. We can help guide you through the process of acquiring or disposing of a business by analyzing such issues as cash flow and tax considerations.

We can help your business identify areas that are negatively affecting profitability and growth and help you develop solutions that are practical and technically sound. We prefer to be partners with our clients in the growth and success of their businesses by helping them develop strategies that address issues affecting them.

The type of entity a business owner chooses for their business is a critical decision that may have long term implications. We can assist you in evaluating the pros and cons of the various entity types to help you determine the most advantageous form of business for your company.

There are many types of computerized accounting software packages available for small businesses and selecting one that is right for your business has become increasingly difficult. Our professionals are exposed to most software packages through trade journals and actual use. We can help you choose and implement the system that is right for you.

The transition of your business to your successors is critical to ensure continued success once you decide to remove yourself from the company’s day to day operations. Our professionals are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Cash flow is the life blood of a business. We can assist in helping clients understand the cash flows of their business and helping them develop and maintain budgets to control the cash flow and plan for financing requirements.

Forecasting can go hand-in-hand with cash flow and budgeting in leading a business to its goals of profitability. Some business owners want simple projections while others may want more complex financial modeling. Our staff can help you reach your company’s financial goals.