Consulting Services


Accounting Software Selection

We gauge our worth by the success of our clients. We can help your business identify areas negatively affecting profitability and growth, and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

With the number of computerized accounting software packages available growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. We can help you choose and implement the system that best fits your needs.

Business Entity Selection

Choosing the form of entity of your business (e.g., “S” corporation, sole proprietorship, or limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Buying and Selling a Business

Properly structuring the purchase or sale of a business is a critical step in the process. We can guide you through the acquisition or disposition process by addressing such issues as cash flow analysis and tax considerations.

Financial Planning, Retirement


Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

Retirement Planning

Successful implementation and periodic review of your retirement savings plan will ensure financial independence during your working years and throughout your retirement years.

Estate Planning

Effective estate planning facilitates the orderly transfer of your assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

 

Other Business Consulting

Pension & Profit Sharing Plans

Qualified retirement plans (e.g., defined-contribution or defined benefit plans, Keoghs, and SEPs) can provide significant tax advantages for closely held businesses and self-employed individuals. We can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

International Capabilities

The principals of our firm have a long history of business connection in China, the most dynamic economy with the highest growth rate around the world. We are affiliated with a number of Chinese professional firms in accounting and financial consultation industries. While we are able to maintain a local firm profile, this link enables us to provide our clients with an international strength in tax and accounting arrangements.

We offer combined national and international expertise in a wide range of business practices and professional assistance, which include: advisory services in the area of accounting and taxation; the ability to exchange information and discuss technical and business concerns on behalf of a client who has interests other parts of the world; the ability to establish a commercial network for both Chinese and American clients in each other’s markets; and assistance in the formation and management of international establishments.