Your trusted advisors

We stay abreast of management, technological, regulatory, and financial developments that will impact our clients. We help them through challenging times and provide a sounding board for the owner who has no one to talk to. We are the “sanity check”, the “cheer leader”, “coach”, and sometimes the “kick in the pants” that a business owner needs. Some of the consulting services we have provided include:

• Strategic planning

• Succession planning

• Mergers and acquisitions due diligence

• Financial forecasts

• Financial analysis

• Virtual Controller

• Virtual CFO

Recurring consulting services such as Virtual Controller, Virtual CFO, and forecasts can be easily bundled with the virtual accounting package. Special projects such as due diligence are typically scoped and billed as a separate project.