Areas of Practice

Accounting Services

You may be excellent at running your business. No one knows your craft like you. You would rather focus on your business and not your books. Allow us to take a look at your needs and make the right recommendations. Whether you need fractional Accounting work or need help in putting the right people and processes in place, we can deliver the needs for your business.

Business Advisory

Are all your departments running harmoniously? Would you like to engage someone to gut-check your instincts? Do you wish you had an expert in Accounting and Finance with real-world operational experience? We love assisting business owners in assessing, planning, and transforming their back-office support. During rapid growth, major changes in organization structure, economic turbulence, rapid changes in technology, or major industry disruptions, companies can easily become overwhelmed. The propensity is throwing either people or money at a problem. While technology can solve a ton, it cannot solve everything. We evaluate your physical world before consulting on the digital world. We make recommendations on process, personnel, and technological decisions in order to truly set your company up for success. Your back-office can be congruent with Sales and Operations. Only in that environment, can your entire business truly succeed.

You are ready to sell your business and have picked an Investment Bank to represent your company. In today’s competitive landscape, potential buyers want some level of comfort before spending the time in valuating your business to arrive at the IOI and LOI stages. It is becoming more common to engage an Independent Accountant on the Sell-Side. Depending on the scenario, you may not need a full-blown QoE (quality of earnings). We can tailor our engagement to be expeditious and competitively priced while delivering the level of comfort needed for the Investment Bank to publish the CIM (confidential information memorandum).

Agreed-Upon Procedures

Quality of Earnings

When a QoE is necessary, we partner with a larger Regional CPA Firm in the Pittsburgh area. The firm provides Tax, Audit, and Investment Banking services. Their expertise is second to none. By leveraging this established relationship, our firm can bring rigor, quality, and timely results when needed. We can produce a comprehensive Quality of Earnings on both sides of equation (Buy Side or Sell Side).