With a wide range of specialized experience and services, we provide solutions tailored to your needs.
We help you navigate the unique personal dynamics through better controls and decision insights.
We help create a solid foundation for fundraising, growth, and cash flow through internal controls, realistic budgets, and training.
We help simplify complex financial information for boards, funders, and organizational management.
We help balance limited resources to better serve board and public/private demands through training, fixed asset analysis, grant management, financial oversight, and more.
We help you create a personal tax strategy to minimize income and estate taxation.
We provide litigation support services, including forensic accounting and expert witness testimony.
We help you stay in compliance with reporting requirements for your overseas assets. We also have resources in countries around the world through our membership in INAA.
Our fee estimates are based on a defined scope of services, determined by review of documents available to us and discussions with you, as well as anticipated cooperation from you and the assumption that unexpected circumstances will not be encountered during the engagement.
We may present several service options, depending on your needs. All our options include telephone calls and email access related to the scope of service.
Regardless of the type of fee agreement, it's important to spend time upfront discussing your service needs and concerns. Sometimes it takes more than one meeting to work through the details. We are always happy to discuss options.
Over the years, we have helped clients in a variety of situations, not only in Pittsburgh, but all over the world for both general compliance needs as well as complex issues. Although there are no magical solutions, we find strong communications and brainstorming with you produces the best results, so we present options to include these meetings.
If we are unable to define a scope of service, we generally invoice on an hourly basis.
All of our services are guaranteed to your satisfaction.