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

What SB 253 and SB 261 Mean for Your…

Sep 27th, 2023

As the world grapples with the urgency of climate change, regulatory frameworks like the SEC’s Climate Disclosure proposal and the EU’s Corporate Sustainability Reporting Directive…
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Article

IRS issues guidance on new retirement…

Sep 20th, 2023

In December 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act. Among other things, the sweeping new law made some significant…
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Article

Strengthening Cybersecurity: …

Sep 19th, 2023

Introduction In our previous blog post, we explored the dangers of clear text credential discovery. Today, we’re delving into another cybersecurity concern that has been…
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