As an integral piece of your management advisory team, we take an intelligent approach to your numbers so you can feel confident taking the smart risks that will help grow your business.

Many businesses are looking for support and services that move beyond compliance-based accounting into opportunities to make their organizations thrive, irrespective of size or sector. We get to know your organization inside and out so we can offer reliable, independent advice and counsel, with an insider’s perspective.

Building long-term partnerships

In many instances, our clients have been with our firm for decades, secure in the relationships we’ve developed and the consistent service and support our team provides. We’re successful together when our work teams become a seamless extension of our clients’. Our winning combination of experience and longevity mixed with fresh, contemporary perspectives on how to handle the issues our clients face, mean our trusted team of accounting partners and staff add real value to Lehigh Valley organizations every day.

From start-up to exit

With a client roster that is both broad and deep, we are comfortable and capable servicing small, local businesses through multi-million dollar corporations and everything in between. We help clients decide management systems and software to implement and evaluate employee benefit plans that meet employee needs and organization budgets. Some clients use us to develop business plans and help them to secure loans and financing. For others, we conduct due diligence and become an integral part of their merger and acquisition teams.

  • Merger and acquisition planning
  • Succession planning
  • Retirement plan alternatives
  • QuickBooks software expertise
  • Strategic planning
  • Employee benefits planning
  • Business plan development
  • Software selection
  • Financing and loan acquisition assistance
  • Forecasts and projections

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