Accountants and Business Consultants - “Counting Our Clients First”


Manufacturers, Processor and Fabricators

If you are a business that takes a product or raw material and changes its form, you need a professional partner who understands your industry, especially with current economic conditions. Efficient operations and activity-based costing are areas in which our professionals can help. Our ultimate goal is improving your bottom-line through innovative solutions applicable to your industry. We offer guidance and expertise on tax laws and tax credits designed specifically for manufacturers, processors and fabricators.

We’ve been working with middle-market companies for over 90 years and our approach is proactive rather than reactive. Related services include:

  • Audits, reviews and compilations of financial statements
  • Evaluation and implementation of internal control systems
  • Innovative tax preparation/planning/management
  • Budgets, forecasts and projections
  • Systems analysis and new systems implementation
  • Business valuations and succession planning
  • Mergers and acquisitions
  • Strategic planning/business process improvement
  • Cash flow management
  • Multi-state operating structuring
  • Employee incentive plans
  • Outsourced Controller and CFO
  • Stockholder tax and investment strategies


Retail – Stores, Car Dealers, Restaurants

Retail business today faces hurdles the “mom and pop” operation never dreamed of. They must deal with regulation of


  • Employee benefits and pay plans 
  • Customer rights
  • Advertising restrictions
  • Product and return policies
  • Inventory turnover and obsolesce

We know the retail business and help our clients plan, account, control, manage and redirect their businesses based on solid information and cost studies. We help you analyze information to come up with the best choice on decisions such as expansion, location and inventory size.

Law, Engineering and Other Service Organizations 

We understand the demands of managing professionals and client engagements. We know these issues take precious time from the bottom-line. We have assisted numerous firms with these and other issues. Professional services require a much different expertise from companies that sell products. We are ready to help with innovative services including:


  • Buy-sell agreements
  • Partner compensation plans
  • New partner compensation plans
  • Partner exit strategies and buy-out programs
  • Succession planning
  • Budgets and forecasts
  • Time and billing analysis
  • Analysis of associate production statistics
  • Escrow and client fund compliance consulting
  • Employee benefit plans
  • Accounting for client costs advanced
  • Tax preparation and planning
  • Mergers and acquisitions
  • Business valuations
  • Strategic planning


Managing a healthcare practice has moved beyond the simple days of house calls. Our firm provides hands-on services to the healthcare industry. We understand buy-ins and buy-outs of doctors and practices, accounts receivable billing and collection, insurance claims processing, current legislative rulings, managed care products and other health care specific issues. The healthcare industry will continue to undergo dramatic changes putting constant pressure on revenue and profitability. We are ready to assist you in minimizing the effect.

We provide the proper diagnosis and the right prescription to cure any practice ailment:

  • Practice Assessment
  • Fee analysis
  • Collection/insurance analysis
  • Activity based cost accounting 
  • Personnel policies
  • Procedure/policy manuals
  • Systems analysis/selection
  • Financial planning/investment advice
  • Strategic Planning
  • New practice set up
  • Mergers and acquisitions
  • Practice buy-ins and buy-outs
  • Valuation of practices
  • Compensation and benefit plans