Services - What We Do
Business Services Solutions
Our business services solutions are customized to meet the unique needs of our clients. We will partner with new business owners at each step to assist with forming the business entity; developing a long-range business plan and ultimately executing the financial plan to achieve the objectives of the business. We also offer a full array of financial services such as performance measurement, financial reporting, tax preparation and planning, strategic planning, succession planning and disaster recovery planning.
Risk Management Solutions
Our risk management solutions offer an independent assessment of our clients’ business operations established to meet their strategic, financial and regulatory objectives. We are able to provide internal audit services or special project engagements that will identify significant risks to your company as well as critical processes, key performance indicators and benchmarking against best practices.
Compliance Solutions
Our compliance solutions ensure our clients stay abreast of regulatory issues and establish operational procedures to comply with regulatory guidelines. We can assist with implementing business operations to achieve compliance. Our services also include member disclosures and advertisement reviews for proper regulatory content.
Policy Development and Review
Updated policies and procedures have become critical in the new regulatory environment. Our policy development and review services ensure our clients’ policies and procedures are current and meet regulatory requirements.
Our project management solution allows management to stay focused on running the business. We facilitate Request for Proposal (RFP) processes and organize the information so that business leaders are able to effectively evaluate service provider bids. Our project management services also include facilitating the implementation of large projects.