Business Consulting.

Strategic Planning – Whether you are looking for a business entry plan, exit plan or a plan to take over and revolutionize your industry, you will greatly benefit from our strategic planning sessions. Our experience with businesses varying in size and within several industries gives us the skill to approach your business plan with an open mind that allows us to help you make decisions to give you the competitive edge. We look for the most financially responsible opportunities for your business to save money while taking a proactive look at how you can sustain success for decades to come.

Quarterly Management Meetings – While it’s important to have a good foundation when it comes to your business, sometimes success begins at the top. We offer quarterly management meetings to keep your management team in the know when it comes to your financial plans and projections. During these meetings, we consult your management team on ways to make the company more successful, organized and prepared for the future. Meetings are held quarterly as company goals change quickly and drastically. We make sure that no matter the situation your business is in, you never feel in over your head when making financial decisions.

Annual Minutes – Many small business owners fail to see the importance in tracking their minutes annually. Corporate annual minutes are vital to ensure that your business remains a legal entity. We assist in correctly documenting your company’s decisions and action items so that you can carry on business as usual. We keep you compliant with state and federal law and help you to understand exactly what is needed in order to do so.