We believe in creating a strong working relationship with our clients to determine their specific accounting and compliance needs.

Business Advisory Services

Expert Financial Consultants, Helping You Each Step of the Way

Holbrook & Manter is so much more than just an accounting team. We offer a variety of expert business advisory services to assist you with just about any financial barrier you may face and lead you down a path of greater long-term growth.

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Comprehensive Business Plans for All Shapes & Sizes

Your accountant should be one of your most trusted business advisors and have your best interests at heart. Our commitment to guiding you to success extends far beyond taxes and general accounting. Look to us to support you from every angle, pushing you and your business towards its full potential. No matter the size of your business, proactive planning strategies for growth and adversity are key elements to success. We are uniquely positioned to help you develop and implement those strategies.

Look to us to gladly assist you with the following:


  • Strategic Planning
  • Business Coaching
  • Real-Time Support
  • Governance Support
  • Profit Assessment and Improvement
  • Virtual CFO
  • Buying/Selling/Merging Businesses
  • Management Reporting
  • Forecasting & Budgeting
  • Business Succession
  • Information Technology Assistance
  • Systems/Processes Implementation & Assessment
  • Cash Flow Management & Bookkeeping
  • Assistance with Marketing Efforts
  • Sales Performance Evaluation
  • Leadership Development
  • Operations Management
  • Change Management
  • Develop/Refine Your Business Model
  • Ongoing Consulting & Advising Wherever You Need It

For more information regarding our Business Advisory and Consulting Services, contact Holbrook & Manter today.