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We work closely with other professionals in the following areas:

  • Attorneys
  • Bankers
  • Bookkeepers (outsourced, part-time)
  • Business Planning/Operations
  • Business and Personal Asset Valuation Experts
  • Business Sale/Purchase Brokers
  • Controllers (outsourced, part-time)
  • Financial and Investment Planning Experts
  • Insurance Agents: Medical/Business/Personal/Life
  • IT and Programming Specialists
  • Mediators
  • Pension Plan Administrators

If you would like a referral for one of the above or to arrange to meet and interview several, please contact our office at (216) 571-6707.

Downloadable Resources

We’re happy to be able to provide free, downloadable spreadsheets for our clients. Simply click below to download the appropriate spreadsheet

Home Office and Auto Expense Summary (word doc) 
Home Office and Auto Expense Summary (excel spreadsheet)