We build meaningful relationships with individuals and businesses to help them maximize their resources and achieve their goals. We know the right questions to ask, and we listen intently to your needs. Our depth of experience, resources, and insights can help you develop a plan customized to suit your specific objectives. Check out our wide range of advisory services to learn how we can help you take the next right step.

Whether you need specific advice or a different perspective, our team can help you take the right next step.

Our advisory service team has years of experience in helping business owners, executives, and families make important decisions.

 

Advisory Services

Frank Berry Certified Public Accountant partner - Accounting and Auditing department

Management

Christopher Brubaker Certified Public Accountant partner - Tax department

Small Business Accounting

Jennifer Lehman Certified Public Accountant and Chief Executive Officer

Fraud Prevention and Investigation

Helene Downs, Certified Public Accountant partner - Tax department

Cybersecurity

Keith Haney Certified Public Accountant partner - Accounting and Auditing department

Exit Planning

James Hutcherson Certified Public Accountant Partner - Tax department

Business Valuation

Richard Busofsky Certified Public Accountant partner - Tax department

CFO / Controller Services 

Glenn Lankford Certified Public Accountant partner - Tax department

Business Insights and Analytics

Kevin Keller Certified Public Accountant Partner - Accounting and Auditing department

Mergers and Acquisitions

Glenn Lankford Certified Public Accountant partner - Tax department

Estate Planning

Mindshop Diagnostic Tools

We partner with Mindshop to provide diagnostic tools to identify strengths and opportunities for improvement across several aspects of your business. Your diagnostic report is a great tool to start a discussion about how to move toward your goals.

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Advisory Articles

Improve Decision-Making and Drive Action with Data Analytics (Four-part series)

Part 1:The Value of Data

Part 2: Starting with the End in Mind

Part 3: Selecting Data Sources

Part 4: Using Data to Create Action Steps