OUR SERVICES

Advisory & Consulting Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success.

Accounting Software Selection

With the growing number of computerized accounting software packages available for small businesses and individuals, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

Asset Protection

An asset protection or wealth preservation plan makes the enforcement of judgments against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships or offshore trusts.

Business Entity Selection

Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure continued success once you decide to remove yourself from the company’s day-to-day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and assist you in developing a strategically sound plan.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.

Debt and Financing Advisory

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

IT Consulting

Whether you are contemplating the addition of new computer hardware or overhauling your network, our experienced staff can assist you with many of the difficult decisions that must be made when designing your business’ computer systems.

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success.

Medical Office Management

We have been solving problems for physicians, dentists and other professionals for over 25 years. We research each client’s practice, noting special circumstances that apply, then develop a plan of action to meet the specific requirements of that practice. GranthamPoole combines its medical experience with an array of resources to develop targeted solutions and recommendations.

Mergers Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations, product/service compatibility, competitive tactics and position, financial impact and cash flow considerations.

QuickBooks^™ Consulting

QuickBooks^™ software has become the software of choice for many small businesses. In order to assist our clients in utilizing the software to meet the needs of their businesses, we maintain the status of Certified QuickBooks^™ Consultants. This certification is obtained through continuous education involving the software program as it evolves through new versions. Efficient utilization of the program can increase your productivity and decrease the amount of time required to maintain useful accounting records. As an Intuit Solutions Provider, we can assist you with a wide array of business solutions.

Research and Development Tax Credit Studies

The Research and Development Tax Credit rewards businesses for investing in new and improved products and business processes. Let us help you take full advantage of this often-overlooked tax benefit.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.