Consulting Services

Wallace, Plese + Dreher (WP+D) cannot succeed without first working to ensure the success of our clients. Your business success comes first.
Working closely with your business, we provide consulting services to identify the barriers to profitability and seek out recesses where waste hides. We are your sounding board and objective advisor. We also provide a roadmap to greater efficiency and reduced excess with practical solutions to address the challenges affecting your business.
+ Business Financing
+ Buying/Selling a Business
+ Business Entity Selection
+ Ownership Succession Planning
+ Cash Flow / Budgeting
+ Strategic Planning
+ Business Plans
+ Internal Control Evaluation
+ Income Tax Accruals
+ Pre-Audit Preparation
+ Retirement Planning
+ Fraud Investigation