Guidance You Can Rely On
Let us put our expertise to work for you. We understand what it takes to cultivate a successful business, and we provide the necessary tools and financial acumen to help you achieve your objectives. As your trusted advisors, we offer a variety of solutions to suit your needs—all backed by continuous, dependable leadership and support. Whether you are starting a new business, selling an existing business, or analyzing your financial situation to implement strategic changes—we are here to help you. We will work closely with you to ensure your needs are met, and will always keep our eye on the bigger picture.
Our consulting services include:
The Financial & Strategic Management Program
In addition to these services, we offer a highly specialized Financial and Strategic Management Program (FSM) for the business owner who wants to take a proactive approach to managing their company. This elite program will take an intensive look at your business environment to identify and realign the strategic areas of your business so that they are working together. Once aligned, you will be able to focus on key profit drivers that will have a significant impact on profitability.
100 Cortona Way, #120
Brentwood, CA 94513
6200 Stoneridge Mall Rd, #300
Pleasanton, CA 94588
Have you had your eight glasses of water today? If you’re like the majority of Americans, chances are you haven’t—which may mean your productivity (and that of your employees) is not as high as it could be. A growing body of research points to physical dehydration as a prevalent productivity problem.
The IRS has identified several new variations of standard tax scams involving fake tax bills and demands for payments. Many of these scams involve purchasing and transferring information using a gift card or iTunes card. Other scams to be aware of include:
Now that summer/vacation season is here, your business may be enjoying a more relaxed vibe with employees taking time off or leaving early. If you’ve ever thought about implementing a flexible work program, now may be the time to pilot one, especially if your business is a bit slower this time of year. To help, we offer the following tips...