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
Quite often we can get so wrapped up in checking projects off the company’s to-do list that we forget to recognize the labor that went into each accomplishment. Acknowledging milestones provides opportunity to show appreciation to the employees who helped you achieve them...
Are you expecting a tax refund? If so, don’t treat your tax refund as ‘bonus’ cash. Rather look at it as simply a return of taxes paid beyond your actual obligation. This will help you think about using this money purposefully. Here are some ideas to try:
The spring season is here! In addition to taxes, many of us want to take care of some overlooked cleaning tasks. Procrastination often creeps in when it comes to cleaning—especially our offices. It can feel overwhelming and somewhat unproductive to spend time decluttering and cleaning your workspace, but once complete, most people feel a sense of relief and calm. Use this handy checklist...