The key to thriving in today’s competitive marketplace is identifying risks, capturing opportunities and developing solutions. Somerset advisors are here to help you achieve your objectives and move toward success with confidence.

Whether you are buying, selling or merging your business, our experts can help you achieve your goals. Most Buyers or Sellers don’t have deep experience with M&A transactions. We work with M&A every day and are experts in the entire process. These are significant events in your organizational life cycle and we will help you confidently navigate each step of the way.

Change isn’t easy. Whether your business is passing to the next generation or being sold to an outside buyer, Our Team understands the complexities of ownership transition and will always keep your needs in mind.

With the development of Critical Success Factors and Key Performance Indicators, we help you reward personnel responsible for your company’s achievement of strategic and operating goals.

Change isn’t easy. Whether your business is passing to the next generation or being sold to an outside buyer, Somerset understands the complexities of ownership transition and will always keep your needs in mind.

Somerset helps underperforming and financially challenged companies, creditors and lenders improve business performance and drive change. Our skilled professionals guide clients in overcoming a variety of challenges.

Somerset has developed a strategic planning approach that emphasizes strategic thinking and execution planning. This systematic approach enables us to come away from the event with an execution ready plan complete with concrete action items, clear responsibilities and defined success criteria. Our role in the process is not to make the decisions, but to facilitate a proven process that will assist you and your team in creating momentum to move your business forward towards your goals.

A business succession plan is something that every business owner should consider sooner rather than later. Proactively thinking about the day when you hand over the reins will help make the transition as smooth as possible. We have years of experience in helping privately-held businesses develop, prepare, strategize and implement a succession plan that ensures stability now and in the future.

Our valuation experts have years of experience providing valuations for businesses of all sizes. Valuations are completed for a variety of reasons including estate and gift, divorce, buy-sell agreements and business transactions. We use our expertise and knowledge of business and industry to complete a thorough, independent and well supported valuation of closely-held businesses.


Check out frequently asked questions.

My company's books are a nightmare. I don't even know where to start!

We take care of your books for you, so you can get back to the job of running your business and generating profits.

I'm spending all my time managing payroll for my employees.

We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.

I use Quickbooks, but I'm not sure I'm getting the most out of the software.

We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.

I made a mistake on my taxes.

We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.

I need help planning my family's financial future.

We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

100% Reliability

Our genesis lay on a simple yet powerful insight: Outsourcing is a business reality today for small medium enterprises and it must be transparent and done with integrity.

100% Transparency

Our foremost goal is client satisfaction. We make every effort to help our clients achieve their goals. Our effective, efficient and integrated services give you the required focus you need to take care of matters that matter the most as business owner.

Cloud based accounting

Third Party Bookkeeping & Accounting multiple advantages like lower costs, faster turnaround time, and greater focus on core functions are hard to ignore for you and even more for your competitor.

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