Middle Market Companies

For over 80 years, our firm has delivered consistent, prudent advice to our clients that minimizes financial surprises and increases propensity for growth. Investment in your success is our fundamental mission.

Our expert advice, steeped in decades of experience, will help guide your small or medium size enterprise toward better performance, lower risk, and excellence in delivering your products and services.

We offer expert services for SMEs in:


  • Embed and enhance analytics ecosystem
  • Management accounting services
  • Financial visualization development


  • Strategic analysis of business opportunities
  • Financial function reviews
  • Revenue and product pricing reviews


  • Accounts payable audits
  • Product profitability analysis


  • Financial modeling
  • Purchasing and procurement function reviews
  • Spending analysis and benchmarking
  • Vendor contract compliance reviews and expense audit


  • Advance analytic and predictive analytics
  • Contract negations

Industry Insights

Credit Card Surcharges

Credit Card Surcharges

The first time I became aware of a seller trying to defray the cost of credit card fees was some years ago when I was purchasing gas and saw that at this particular station the price was less when the payment was in cash.  For many years in my universe that price...

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Beneficial Ownership Information Reporting

Beneficial Ownership Information Reporting

On September 29, 2022, the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCen) issued a final rule implementing the bipartisan Corporate Transparency Act’s beneficial ownership (BOI) reporting provisions.  The new rule will require business...

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