Our Services

There’s no such thing as “usual” in business—change is constant and complex. To remain competitive, companies must continually seek new ways to address the array of financial, operational, and regulatory disruptions perpetually transforming the marketplace.

Drawing on nearly a century’s worth of experience in tax, assurance, and advisory services, our professionals work closely with customers to design holistic business strategies. Our multi-disciplinary team identifies areas for internal enhancements, then crafts custom solutions that optimize the efficiency and effectiveness of financial procedures, processes, people and technology.

Business and Financial Strategic Planning

Change Management

Cost Allocation Planning

Financial Models, Analysis, and Management Tools

Management Transition and Succession Planning

Our Team

Charles M. Duke III

Full Principal

Peter K. Barton

Director

More Team Members

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Additional Resources

Article

Till the Bittner End: FBAR Penalty Case…

Dec 07th, 2022

The case of U.S. v. Bittner has been winding its way through the courts for quite some time. At issue is whether the $10,000 nonwillful…
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Article

Inflation Reduction Act May Give Rise to More…

Dec 07th, 2022

Under the Inflation Reduction Act (IRA), signed into law in August 2022, the IRS received an $80 billion appropriation. The tax agency is expected to…
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Article

A Bittersweet Goodbye to Troubled Debt…

Nov 29th, 2022

There were lots of smiles and high-fives when ASU 2022-02 Financial Instruments – Credit Losses (Topic 326): Troubled Debt Restructurings and Vintage Disclosures eliminated the…
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Contact Our Team

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