Business Advisory Services

Business advisory services involve much more than just accounting, tax planning and tax return preparation engagements. Most of our clients are family-owned businesses and we aim to become more than just your local CPA in Orange County, we want to be your business partner helping you solve problems and grow your business. Business advisory services are in-depth owner-to-owner strategy engagement involving:

  • Business succession planning
  • Business consulting
  • Performance evaluation standards for family members working in the business
  • Review of corporate policies such as Internet policies, vacation and personal time policies, etc
  • Determine appropriate dividend distribution schedule
  • Discussions of long-term management incentives
  • Phantom stock agreements to motivate employees – Phantom Stock
  • Insurance coverage from health insurance
  • Directors and officers liability insurance
  • We are a “sounding board” for owners and members of the senior management team

Our business advisory CPA practice is intended to deliver high value, owner-to-owner interaction at a reasonable cost to your company. Business advisory services are delivered by accountants with real industry experience managing companies of all sizes.