For CPA  and Law Firms

Incorporating a financial advisory component can be a strong source of revenue growth for CPA and Law firms at all stages of the business development cycle.  We welcome the opportunity to work with you.  

Financial Advisory Contingency

We offer contingent plans to maintain a high level of service to your clients should personal or life events prohibit you from performing your professional duties for any period of time.

Financial Advisory Business Consulting

For Financial Advisory Firms at all stages of growth, we offer our consulting services in the comprehensive business planning process.