business consulting, accounting, wealth management

Other Business Consulting Services


New Business Consulting, including Franchises


From entity design and set-up to developing a business plan that fits your unique scenario, our CBF team has a number of years of business consulting experience making us uniquely qualified to advise a new business owner.


Organizational structure analysis
Entity design and setup
Business planning and budgeting

For franchises we also offer accounting system set-up and financial reporting. Since we currently work with multiple national franchises we can share some “do’s and don't's” regarding franchises. Our PASBA membership allows us to obtain key performance ratios to benchmark to various franchises or businesses throughout the country.