Examples of the Services We Provide
The size of our firm enables us to respond promptly and effectively to each client’s needs as they emerge. Because we are a full-service firm, we can serve all or a portion of each client’s needs.
We take great pride in the fact that our client relationships are collaborations in the best sense. We also take great pride in the fact that almost all of our new clients are referred to us by current clients.
Our values are old fashioned. Our technology is state-of-the-art. And our passion is in serving you!
|Business Owners||__________||Affluent Individuals||__________||Professional Service Providers|
|Strategic tax planning||Estate planning||Financial Reporting|
|Merger & Acquisition support||Personal and estate tax preparation||Litigation and forensic accounting support|
|Bank lending & refinancing||Evolving life-cycle financial support services||Investment Banking|
|Succession planning||Seamless access to CH&Co. financial affiliates||Software & Technology support|
|Interim CFO/Controller help||Monthly accounting services||Second-opinion support|
|CRO Services/ Restructuring||Timely, objective advice||Referrals when appropriate to meet specific client needs|