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