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
Many of us are so focused on our online security, we forget that our information is just as vulnerable offline. To help you reduce the risk of an offline data breach, consider these tips from the Federal Trade Commission:
With just days to go before Thanksgiving, the clock is ticking down to some of the most memorable meals of the year. However, for many of us, the pressure of preparing a perfect Thanksgiving feast can be overwhelming. If this is true for you, consider these tips to simplify your seasonal spread.
The end of the year is often hectic, which is why it’s important to take some time now to reduce your tax bill. Our firm can offer additional strategies to further mitigate your tax burden; however, the following 5 tips are an excellent starting point: