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Advisory & Advocacy


Advisory services are services that involve providing strategic guidance and advice on various aspects of your personal or business finances.

In simpler terms, we look at your situation and make recommendations for your consideration and decision making.

What does this look like? Some examples include:

We can help you create and monitor a comprehensive plan for your income, expenses, savings, investments, retirement, and estate.

We can help you determine the fair value of your business or a potential acquisition, and assist you with the due diligence, negotiation, and closing processes.

We can help you identify and mitigate the potential risks and threats to your business, and design and implement effective policies and procedures to ensure compliance and efficiency.

Feel free to contact us for more information or for help setting up an appointment.

For more information on pricing, click here.

CPA Providing Advisory Services to a Client
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