Capabilities

Our services focus on supporting and catalyzing the financial and operational aspects of businesses and organizations. Our team comprises of individuals who possess deep experience and insight across a wide range of industries.

We’re locally owned, controlled, and managed — so we are well-positioned to help Rhode Island and Southern New England-based organizations address their most critical issues.

Audit & Accounting

Results-driven ideas focusing on strategic and operational issues, in addition to strengthening internal controls to protect assets

Business Strategy

In-depth expertise aligning vision and resources to help you compete, tap into opportunities, and maximize profit — now and into the future

Business Valuation

A holistic, integrated, and calculated approach to handle stockholder disputes, estate planning, marital dissolutions, in addition to mergers and acquisitions

Employee Benefit Plan Audits

Rigorous analysis ensuring that employers meet reporting requirements, have viable internal controls in place, and are informed of any new financial reporting changes

Forensic Services

A wide array of tools and methods to uncover fraud, reduce risk, and safeguard against any activity jeopardizing your operation

High Net-Worth Individuals & Family Groups

An integrated and calculated approach to help high net-worth individuals and their families optimize and secure their personal wealth

Tax Consulting & Compliance

Thorough understanding of tax law changes, regulations, pronouncements, and court decisions put into practice to ensure good standing and minimized liability
Industries

No matter your area of work, chances are good that we'll be ready for the challenge

See Our Focus Areas
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How can we help you define the future?

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