CONSULTING FOR BUSINESS AND INDIVIDUALS

We train people to keep accurate records and learn to budget through spreadsheets.  We’re there to guide and advise our clients regarding decisions that affect them or their business.  We provide QuickBooks installation and training as well as payroll setup and training.  We provide financial services in the new and expanding area of elder care planning.

We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.
We provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

BUSINESS

  • Buying/selling a business
  • Computer systems

INDIVIDUAL & BUSINESS

  • Financial & retirement decisions
  • Estate, trust & gift planning

INDIVIDUAL AND FAMILY

  • Eldercare considerations