Shepherd & Goldstein Business Consultants and Certified Public Accountants
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Services That Bring Financial Security

Our "products" are a combination of our expertise, professionalism, entrepreneurial spirit, and our commitment to help each client to the fullest extent of our combined abilities. The services rendered by Shepherd & Goldstein's accounting and business consulting divisions and our related companies includes, but are not limited to:

Business Development Services

  • Business Exit/Transition
  • Business development strategies
  • Profit Improvement
  • Budgeting, projections, financial analysis
  • Cash management planning
  • Management consulting services in connection with:
    • Business systems
    • Business procedures and operations
    • Personnel and human relations
  • Presentation of business training seminars, including:
    • How to build a business
    • Financial ratio management
    • Customer service strategy planning
    • Team development planning

Business Consulting Services
  • Consultation and investigation for business acquisitions and dispositions
  • Succession planning
  • Business valuations
  • Subcontractor compliance testing
  • Key man life and disability insurance assessment
Accounting and Tax Services
  • Audited or “certified” financial statements
  • Review of financial statements
  • Compilation of financial statements
  • Tax planning and return preparation
  • Representation before the Internal Revenue Service and other taxing authorities
  • Certified Quickbooks training session
Financial Services
  • Retirement planning including:
    • Profit sharing
    • Pension review planning and implementation
  • Estate planning
  • Life, disability and health insurance review, planning & implementation
  • Long-term care planning
    • Group
    • Older dependants

All of our work is guaranteed. You are the sole judge of the end product, and if you believe you have not received a measurable value for a particular service, you may withhold payment.
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