Enabling Your Success


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Areas of Expertise


Business Valuation

It’s pretty easy to figure the value of a publicly traded company by looking at the market capitalization. But how do you value a privately held company, for purposes such as inheritance, divorce, charitable contributions, litigation, or taxation? An intelligent calculation is not good enough in high-stakes situations that require a business valuation. It is important to retain a qualified individual who is trained in the body of knowledge and methods that are accepted in the business valuation world, as many times there will be considerable scrutiny of the valuation report.

Organizational Structure & Compensation

Setting up your organization for success is as important as your mission itself. As an owner or manager, your primary focus is to deliver value to stakeholders. Assembling your team to function effectively, implementing internal controls, and providing a compensation package that maximizes commitment while minimizing risk and cost - these are just a few of the many important considerations you may face. Whether you’re setting up shop today as an army of one, or have an international team already gracing the covers of business magazines - we provide a fresh perspective on such issues.

Technology Consulting

An integral part of running any organization well is using the best technology. Implementing hardware and software solutions alongside proper support is mission-critical. We would love to partner with you to design the optimal solution for your specific needs. Whether it’s Internet and telephones for your new office, a modern iPad cash register for your restaurant, or your web store linked with your accounting system, we can work with you and partners we trust to make your life easier.

Forensic Accounting & Litigation Support

In legal proceedings involving finance, attorneys may need assistance reviewing records and preparing data of various types. Depending on specifics, it can be in the best interests of your case for us to perform consulting services under your direction, or perhaps to serve as an expert witness. Our goal is to provide advice that proves synergistic when combined with your expertise. We would be happy to discuss your forensic accounting and litigation support needs to ensure that we develop the optimal course of action for the engagement.

Tax Return Preparation & Case Resolution

Most Americans are familiar with the annual April 15 tax return filing deadline. Some are equally familiar with the October 15 tax return extension deadline. And many dread them both. Still others experience panic attacks after receiving letters regarding unpaid personal or business taxes. Do you need help facing those deadlines and surprises? Would you rather be proactive than reactive? Whether you are already the planning type, or if you never even thought it was possible to plan for taxes, we can you turn uncertainty and fear into clarity and strategy.

Data Analysis & Visualization

Accurate information is important. But unless you understand it and use it to your advantage, it’s little more than simple history. Interpreting data is both a science and an art. You know your business and the questions you face. We have the tools and skills to help you find the answers you need. No matter if you are planning a social media marketing drive, running a political campaign, working in logistics, or presenting a business plan - we help bring clarity to facts and empower you to succeed.

Attorney Trust Account Consulting

North Carolina lawyers work hard for their clients. When funds are held in trust, a litany of rules established by the NC State Bar Association outlines the requirements for “segregating, safekeeping, and record keeping for client funds…” It is crucial to follow these rules to the finest detail to avoid errors and ensuing disciplinary action. Your time is valuable the rules are strict. We provide monthly/quarterly reconciliation services, or examinations pursuant to Agreed Upon Procedures as afforded by the NC State Bar. Let us know if we can help you stay compliant.

Assurance Services

Many businesses and nonprofits keep their bookkeeping and other accounting functions in-house, while others outsource those functions. Either way, oftentimes lenders and outside stakeholders require some level of assurance on the financial statements, in the form of an audit, review, or compilation. We will help you understand what level of assurance is mandated in your situation. Depending on the requirements of the case as well as other services we provide to you, we can work with other CPA firms and other professionals to meet your financial accounting attest and assurance needs


Ever wonder why ideas don’t always win on their merits? Some of history’s greatest ideas and products fell flat, simply because the proper strategy and infrastructure were not in place to support them. You have a great idea, and you know it will work. Whether you’re about to get off the ground, or if you’re already flying high and just need a little trimming to make the flight smoother, we are here for you. From business plan to location, shift scheduling to cash flow, and from growth to cost cutting - we are on your team.