Business is an ever-changing environment, requiring strategic decisions at exactly the right time. Let Base Two Consults be your trusted advisor on critical issues like retirement plan options, profitability improvement, and exit and succession planning.

Reduce the Headaches, we have an innovative and client-focused team ready to serve you. This team includes QuickBooks ProAdvisors and Certified Management Accountants. Contact us today to hand over anything from your bookkeeping to full CFO functionality.

The single most important element of a well-constructed investment program is the Investment Policy Statement (“IPS”). The IPS creates the foundation from which fiduciaries guide the program. It outlines goals, benchmarks, asset allocation policy, evaluation guidelines and overall program structure.