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Our Services

The solutions and strategies we implement are customized to a client's particular set of circumstances.  Here are some examples of the services we provide:

Management Consulting

We work with executives and management to:

  • Identify business opportunities to increase sales and profitability and create strategies for implementation

  • Improve time management and organization skills and implement strategies for success

  • Create and implement best business practices


  • We work with businesses that are implementing Quickbooks  - help with proper chart of accounts set up, item set up, customization of forms, etc.

  • We work with businesses that need help to troubleshoot for accounting mistakes and clean up

  • Help with the analysis of financial benchmarks

  • Provide interim CFO/Controller support, and help with transitions


Public Speaking

  • Speak at seminars, events and corporate functions

Areas of Expertise

  • Manufacturing

  • Accounting and Finance

  • Family Business and Family Business Dynamics

  • Quickbooks

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