Other Resources

Business Financials

• Assist clients in finding financing
• Conduct studies in credit, cost analysis, managing inventory, and financial history
• Develop systems for accounting
• Create budgets and projections

Business Legal Proceedings, Valuation and Forensics

• Determine the monetary value of companies or intangible assets
• Examine financial records and projections
• Assist attorneys by developing studies for business valuation and damages
• Able to testify in court as an expert witness
• Act as a resolution liaison for bankers and attorneys in the event of divorce settlements, bankruptcies, business acquisitions, or other disputes

Human Resources Consultations

• Develop policies for personnel, job descriptions, handbooks or overall systems
• Advise on policies for compensations packages
• Create additional systems for retirement, fringe benefits, and compensation

Management Consultations

• Oversee processes for planning risk management, realistic goal setting, and actions to increase profit or market shares
• Develop and execute Management Information Systems according to the needs of a company
• Examine operations and provide feedback in order to improve overall efficiency and resource optimization within a business’s structure

Personal Financial Planning

• Advise individuals on financial planning including education savings, purchasing real estate, and retirement and estate planning
• Assist clients in securing credit and loans
• Create growth plans for savings and investments

Tax Advising

• Collaborate with clients to establish short-term and long-term goals for lowering tax liabilities
• Ensure tax law compliance for their clients
• Advise on retirement and estate planning in order to reduce taxes on estates and inheritances
• Prepare tax returns
• Mitigate tax issues and provide representation for their clients before government agencies

Technology Consultations

• Recommend technological solutions for business issues
• Advise on software for businesses and accounting
• Manage business software installation and training processes