
Share Knowledge, Create Value.
We are a hybrid CPA/Consulting firm whose four touchstones are Metrics, Processes, Innovation and Collaboration:
Metrics:
• Key performance indicators for directional focus
• Utilization of financial statement analysis as a management tool
• Management of the tax function in and through the supply chain
Processes:
• Business Process - Continuous Improvement
• Lean Manufacturing/ Enterprise
• Engineering Solutions
• Operational KPIs
Innovation:
• Strategic Tax and Transaction Advisory
• Strategic and Succession Planning
• Assessment and Process Evaluation
• Strategic utilization of technology process improvements
• Adopt the “360” view of the business cycle – examining each area of the business for its strengths and short-comings; from the time a sales opportunity is identified, through the sales and collection cycle to the placement of the next order
Collaboration:
• Foster working environments which promote the inclusion of ownership, management, production and enterprise staff
• Develop team oriented, goal/action oriented approach to solutions and business processes
Our mission is to provide actionable ideas and advice to business, start-up to $500 million, which will enable them to further the goals of their business. We aspire to assist business with providing additional jobs and opportunities in the Midwest and Ohio Valley.
Business Services:
• QuickBooks Consulting
• Bookkeeping
Strategic Services:
• Strategic Planning
• Assessments
• Business Process Improvement
• Personnel Assessment and Coaching
• Facilitation and Instruction
• Rapid Continuous Improvement
Tax Services:
• Strategic Tax Planning
• IRS and State Tax Controversy Representation
• Reverse Sales Tax Audits
• Tax Compliance
Transaction Advisory:
• Succession Planning/ Exit Strategy
• Buy/Sell Due Diligence
• Transaction Structuring
Turnaround/Restructuring:
• Enable lender groups to evaluate risks and opportunities
• Turnaround Advisory
• Interim and Crisis Management
• Strategic Financial Advisory
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