Advisory

To be successful in the constantly shifting economic landscape requires timely advice and support from a financial expert.

Overview

Overview

We are equipped to assist clients in a variety of ways to help achieve their objectives. Some of these objectives require expertise and assistance that are not found in our traditional services of accounting, assurance and taxation. As our firm continues to grow, we can be utilized to assist in multiple ways.  

Transactions

Sometimes you just need an expert in your corner that can guide you on a specific transaction. Not only can we be involved in the process, but we can leverage our network of other professionals to bring further assistance in order to add the most value possible.

  • Buying or selling a business
  • Valuation support
  • Re-structuring and reorganizations

Consulting

In an ever-changing world, nothing stands still. Businesses need to consistently be mindful of these changes and pivot accordingly. To that end, we can consult or leverage our network to assist on multiple fronts 

  • Forensics and risk analysis 
  • Fraud prevention 
  • Internal control analysis

Leadership Team

Alexander Olivieri

Managing Partner (HR)

Christopher Pitton

Partner (Quality Assurance)

Michael Stodolak

Partner (Information Technology)

Tim Edworthy

Partner (Taxation)

Looking for help with your accounting?

Our dedicated team is ready to work with you. No book of business too big or too small.