We are here to provide honest and practical advice for businesses at any stage, whether you're just starting with an idea, looking to buy or sell a business, or planning for retirement or succession.

Business Formation, Choice of Entity & Related Support 

Want to start your own business but not sure where or how to begin? We can help you determine the best type of business entity to establish and secure financing, as well as planning all the steps for setting up a new company. 

Business Plan Development

Along with business formation guidance, we can assist with drafting your business plan, helping you think through all the decisions and the best ways to set your business up for success, right from the start.

Strategic Business Planning 

Need to secure financing to help your business grow? Or perhaps you just need to clarify your business’s direction and share your vision with your employees. Whatever the reason, putting your goals and strategy into a cohesive plan can be a key factor in achieving your goals, and we can help lighten the load.

Loan & Debt Acquisition / Restructuring Support

We can help walk you through the various options and implications so that you can make an informed decision based on what is best for you, your employees and your business. 

Budgets & Projections

We can help create and track annual budgets, along with projecting income and expenses in future years, helping you run your business with accurate, forward-looking information. 

Cash Flow Analysis 

Our cash management service assists you in identifying the ins and outs of your cash needs. We can’t promise it will help you sleep better at night, but it sure may help. 

Succession Planning

Thinking about stepping back from the business, retirement, or ready to pass the reins to someone else now? We can help develop a plan that meets your needs. 

"My journey with Carrie started over 20 years ago when I needed the help of a CPA to set up my new architectural practice. She has been a trusted advisor ever since in all aspects of my business and personal life - her imprint is on everything from tax and estate planning to birthday celebrations and succession planning. She will roll up her sleeves and do anything she can to make my business a success - including lifting boxes and furniture during every move I have made. I have and will continue to recommend her to friends and colleagues alike." – Sally D.