Computer & Management Advisory Services

Information Technology Services

Our computer technology consulting services address the full spectrum of the computerized accounting packages, including application software selection and installation, operations reviews, staff training, and evaluation of day-to-day operating practices.

Data Integration and Conversion Services

We provide extensive services related to the integration of financial activity between applications (i.e. merchant service transactions, billing systems). We also provide services related to data migration and mapping of financial  information during system conversion and implementation.

Process Improvement and Diagnostic Review

Interested in achieving more efficient and profitable operations? Have our team perform a diagnostic review of your business operations to pinpoint those areas where efficiency and profitability can be enhanced and implement process improvement.

Business Valuation

Applying acceptable accounting principles, formulas, and methodologies to reach an appropriate and reasonable judgment as to the fair value of a particular business entity at a given point in time. ¬†Business valuations are performed because ownership interests in privately held companies often represent a significant portion of one’s estate and/or portfolio. The value, or worth, of an interest in a privately held company, as opposed to stock in a public company, is usually unknown because there is no active market to sell or trade that interest from which to ascertain or approximate value. Value determinations are most commonly needed to calculate estate tax upon death, split up family assets in a divorce, and negotiate value in a purchase, sale or merger of a business enterprise.

Strategy Development & Business Planning

Assisting clients in evaluating market opportunities, determining competitive position and appropriate delivery channels into markets, developing business and product strategies, and preparing business plans to enable them to pursue their business concept in the marketplace.

Consulting Services

Our most important goal is to assist you and your company in increasing after-tax profitability. The close working relationship we share with our clients gives us a better understanding of their overall financial goals. We offer a broad array of valuable consulting services including: cash management, risk management (insurance), financing, business valuation, compensation and benefit plans, computer-based accounting systems, succession planning for family-owned businesses, mergers and acquisitions, health care, compliance with government regulations, litigation support, software evaluation and setups.


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