Business Advisory Services


Businesses must take steps to ensure they are better prepared to combat the next crisis to come, whatever form it takes. The goal, as organizations emerge from this crisis, should be to get to better than before. It’s the businesses that start thinking now about what the post-COVID-19 landscape will look like–and make plans accordingly–that will be poised to thrive in a crisis and beyond. Our lead expert, Bill Fenske, has proven success with 25+ years of C-suite leadership and experience. And, on top of that our services are 100% guaranteed.

Business Advisory Packages

Financial and Accounting Services
  • Financial Planning/Budgeting/Forecasting
  • Cash Flow Planning and Projections
  • Capital & Debt Structure Optimization
  • Acquisition or Divestiture Analysis
  • Fraud Analysis
Finance Executive Retainer
  • Consulting and Access to CFO
  • Strategic Projects and Analysis
  • Mentoring and Coaching
Tax Strategies
  • Tax Law Changes and the Impact on Your Business
  • Net Operating Loss Tax Planning
  • Assessment and Recommendations on Opportunities
Benefits Planning
  • Health Benefit or Retirement Plan Design
  • Assessment of Current Plans with Trends
  • Strategies to Enhance Employee Retention
  • Alternate Funding and Plan Design Changes
CFO or Controller Assessment
  • Assessment Analysis
  • Traits Checklist
  • Plan of Recommendations
  • Mentoring and Coaching

Let us exceed your expectations!  Call Bill at (888) 388-1040 to learn more.

Our Firm at a Glance


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