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Examining your entire financial picture and putting plans in place based on your individual needs. By taking the time to understand how financial decisions will affect you personally, we will be able to find the correct path for you to follow.

Management advisory solutions

Dedicated to your personal success

Proud to offer you a specialized financial perspective coupled with a customized way to manage your money. Our advice ranges from the handling of everyday decisions to positioning you for future growth and strength.

  • Business valuation

  • Business plans

  • Buy or lease analysis

  • Buy-sell agreements

  • Compensation planning

Management advisory services brought to you by an experienced CPA, call for a FREE consultation: 413-443-7501

Our management advisory services

  • External controller

  • Feasibility studies

  • Forecasts and projections

  • Internal control studies

  • Inventory control

  • Loan and financing arrangements

  • Operational reviews

  • Profitability analysis

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