Advisory Services

Guided planning and strategy to make smart financial decisions.

Guidance to Make Smart Financial Decisions for the Future of your Business and Family

Do you remember why you started your business? Entrepreneurs often start out dreaming of increased earnings potential, control over their schedules, and the opportunity to live out their passion. But running a business is challenging. Demands on the owner’s time, energy, and financial resources can lead to burnout. TDT’s Advisory Services are designed to help you get back to your passion, plan for your future, and provide the information and guidance you need to make smart financial decisions.

Planning and Strategy so You Can Achieve Your Goals

Consulting Projects

Guidance and implementation support for solving high priority business issues

Succession Planning

Planning and strategy for business succession and transition

Financial Planning

Holistic planning and strategy to prepare for retirement and manage your assets

Accounting for the Past and Proactive Guidance for the Future

Accounting and Payroll

Efficient transaction processing and relevant financial reports

Contracted Controller

Oversight and reconciliation to ensure accurate financial information

Contracted CFO

Proactive business and financial guidance to support your leadership team

Planning and Strategy so You Can Achieve Your Goals

1

SCHEDULE AN APPOINTMENT

2

UNDERSTAND THE OPTIONS AND SELECT THE ONE THAT’S RIGHT FOR YOU

3

HAVE THE GUIDANCE AND INFORMATION YOU NEED TO MAKE SMART FINANCIAL DECISIONS.

Get Back to Your Passion and Start Planning a Better Future Today

Not Sure How to Start? Download our Free Resource for “Top 5 Ways to Improve Financial Performance in Your Business”