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Consulting Services

Your Trusted Partners for Personal and Business Development

With our 35 years of experience in accounting, bookkeeping, and tax preparation, the local professionals at K.A.D. Alliance are uniquely positioned to provide a variety of personal and business consulting services.

Financial Advice and Consulting

We do more than tax preparation. You can turn to K.A.D. Alliance for advice and consulting as you develop professionally, as your family grows, or as you mature in your financial outlook. We proudly offer professional, affordable, confidential:

 

  • Tax planning

  • Business planning

  • Forecasting and budgeting

  • Real estate investment planning

Alliance for advice and consulting as you develop professionally

Business Management Consulting

Your business is growing, your needs are changing, your markets are shifting, and your assets are maturing. Now is the time for professional, educated business management consulting that can assess your current situation and reveal options that can leverage your strengths while planning for future change. We can immediately step in and offer help

Rapid business growth that has overwhelmed your current staff

if you are experiencing:

  • Rapid business growth that has overwhelmed your current staff

  • Operational shifts that are interfering with your staff’s focus

  • Gaps in your employees’ skill sets

  • Turnover that has resulted in staffing gaps

  • Trouble reporting results or explaining your financial position

Turn to us for trusted:

  • Strategic decision analysis

  • Assistance with special projects

  • Help with reorganizations

  • Independent assessment and accounting research

  • Financial planning, analysis, and decision making

  • Business due diligence and valuation during acquisitions

Strategic decision analysis