Consulting Services

We gauge our worth by the personal and business successes 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. The following are just a few of the areas in which we provide consulting services:

Accounting Software Assistance

Choosing the correct software and making the best choices in terms of using it can make all the difference in terms of results. As accounting professionals  who have helped clients with these matters on thousands of occasions, we are uniquely positioned to help you choose and implement the system that best fits your needs.

Business Entity Selection

Choosing the form of entity of your business (i.e. “S” corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax and legal implications. 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.

Business Valuations

Whether you are thinking of buying or selling a business, estate planning or in the midst of a difficult divorce, knowing the value of your business is crucial. We provide useful and objective analysis to assist you in making insightful and informed decisions.

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. We have the expertise and experience to guide you through the acquisition/disposition process by addressing such issues as business value, cash flows and tax consequences.

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.

Retirement Planning

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



Focused on Your Success


116 West Main Street
Washington, IA 52353



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