Efficient Services

Management Advisory Services: 



Financial & Management Advisory Services

Our financial and management advisory services are primarily focused on growing your business.  Our management advisory services include consultation on business matters, design and implementation of financial controls, and management functions of analysis, planning and controlling.

Our experienced team of professionals provide industry specific and functional business skill sets to assist organizations with an expansive array of management advisory services, including the following:

  • Profit planning
  • Cash management
  • Preparation of operating budgets and cash flow projections
  • Accounting and financial management systems
  • Cost accounting systems
  • Cost analysis and controls 
  • Assistance in the development and implementation of business plans
  • Analysis of financial statement effects on proposed transactions
  • Evaluation of operations, including:
    • Comparison of actual to planned results
    • Sales and gross profit analysis by product lines
    • Functional breakdown of expenses
    • Review and evaluation of financial information with management
    • Operational reviews
    • Assistance in interpreting and understanding financial data

Our consultative services team will educate you and provide guidance as to which options will work best for where you are and what you want to accomplish. 

Forensic Accounting Services

 Forensic accounting is a specialized field of accounting.  Our forensic accounting services team’s process involves looking beyond general accounting to identify financial discrepancies, fraud, risk assessment, cyber-crime, compliance concerns and issues related to tax implications.  


Litigation Support Services

The lines between legal and financial information are often blurred. Our litigation support services team can provide the insight and experience you need, such as the following:

  • Analyzing the accounting treatment for complex matters including:
    • Construction claims
    • Contractual disputes
    • Economic damage calculations
    • Franchise disputes
    • Loss claims
    • Lost profit analysis
    • Patent and intellectual property
    • Product liability claims
    • Shareholder disputes
    • Lost wages analysis
    • Personal injury claims
    • Business interruption claims
    • Consequential loss claims
    • Environmental claims
    • Extra expense claims
    • Out-of-pocket costs
    • Property damage claims
    • Stock losses
    • Subrogation issues
  • Assisting in compiling numeric summaries for inclusion in briefs, pleadings, or motions
  • Developing strategically focused questions for direct and cross examination
  • Evaluating expert witness testimony and work projects
  • Assisting to determine the scope of damages
  • Preparing a trial (exhibit) notebook
  • Preparing visual aids
  • Rendering real-time trial assistance
  • Responding to the soundness of opinions of an opposing expert


The difference in winning and losing is often enhanced by the quality of the information during the litigation process. Our credentialed and experienced team will work with legal representatives to provide the information needed for a successful outcome.