Consulting Services

“KLP has a wide variety of consulting services tailor made to support your business needs. Whether its a valuations of your business; software selection; financial planning, financial forecasting and projections; or advising you on various matters – we’re here for you”

Business Valuation

We recommend that you understand the value of your business. One of our partners has credentials in business valuation and can help you through this. We have extensive experience with business valuation in estate, gift and estate planning applications. Our other business valuation experience has involved divorce, sale or acquisition of a business and reviewing the work of other business appraisers.

Accounting Software Selection and Implementation

Quickbooks is a great product for the small business owner. It’s easy to use and cheap. And that seems like the primary consideration some times. But, trust us, we’ve had experience unraveling the messes that small business owners have made of their Quickbooks records. We’ve very good at straightening out these Quickbooks messes. But, it’s not what you should be paying us to do long term. We’d prefer to train you and your people or provide oversight so that the mess never happens in the first place. We also have extensive experience with Creative Solutions. A state of the art accounting outsource product.

Financial Planning

After years of watching our clients struggle with their investment decisions, we were inspired to partner with Bichele Royce Financial Advisors to provide our clients with investment management services. The advantages of this arrangement for you include:

  • Professionally managed client investments.
  • Enhanced coordination of the tax planning and investment functions.
  • Assurance that the client’s risk tolerance is matched to his or her investments.
  • The ongoing measurement of the client’s progress toward financial goals.
  • Better investing results for our clients.

You’ll like the possibilities that our partnership with Bichele Royce Financial Advisors can bring to you.

Financial Forecasts and Projections

It’s a whole new world when it comes to working with your bank today. One thing is certain, banks expect more from their customers. If you want a loan you better have an idea how it is going to be repaid. That means projected financial statements. If you aren’t competent to produce them, KLP can help you prepare the appropriate financial statements. If you’re able to create projected financial statements, KLP can review them to ensure that everything is in order.

The Trusted Advisor

As your accountant, we’re privy to confidential and private information – and helping you, our clients make important decisions. We take this responsibility very seriously and we appreciate that this relationship makes us a trusted advisor. We’ve fielded and answered every imaginable question from our clients, and offered appropriate consulting. Our partners and managers have over 100 years of combined experience. Bring us your questions, we’ve probably helped another client with a similar business challenge.