Consulting Services

Businesses face many challenges outside of taxes or financial statement services.

Luckily, your CPA is more than just a tax expert! With multiple touch-points throughout the year, we can help you develop an annual strategic plan to pinpoint issues and capitalize on growth opportunities.

At Dedekian, George, Small & Markarian, we believe that there is no one-size-fits-all approach to business. That’s why our professionals sit down one-on-one with their business clients to gather a complete picture of their needs and then build and implement a strategic plan tailored to their situation. Preparing to sell, expand operations, transition leadership, improve efficiencies, or simply want to meet for a general business brainstorming session? We’ve successfully helped our clients through the same situations and more!

Our clients range from new business start-ups to established organizations in various industries, including construction, agriculture, and manufacturing. Their needs often include assigning a value to their business for a potential sale, a full review of their financials to ensure optimization, resolving shareholder disputes, and a critique of their business plan or internal controls. For more than 40 years, we have been helping our clients by providing a clear and accurate financial scope that will contribute to the success of your business.

Our services include:

  • Business valuation
  • Cost segregation studies
  • Employee benefit plans
  • Litigation support
  • Succession planning
  • Financial planning
  • Merger and acquisition services
  • Risk analysis
  • Estate planning
  • Retirement planning
  • New business formation
  • Banking financing
  • Transactional services

The DGSM Difference

When you work with our competent team, you’ll receive strategic advice and planning with emphasis on:

Relationship Building

The professionals at our company go beyond the service to build relationships with clients and their families. This allows them a full scope of what is needed for recommendations, which they can then provide when requested.


Client communication is vital when offering guidance and strategies. Our professionals are proactive about outreach and meeting to gather the information to help your strategy take shape.

Proactive Planning

Businesses need a CPA that identifies areas of concern and opportunities. By working with our clients year-round, we’re able to call attention to specific areas and plan accordingly, rather than react to the aftermath.

Having a network of advisors and experts you can trust is critical to running a successful business. When you work with DGSM, you have unlimited access to our directory of reputable experts, which means you can work through your to-do list efficiently and with peace of mind knowing you are in good hands.

As your trusted strategic partner, we promise to provide clients with prompt, attentive service exceeding expectations. Our 90% client retention speaks for itself and is proof that you can count on us, too!

Let our professionals work alongside your business as a strategic partner in maximizing your performance and profitability. Call us today.

For more information on our Consulting Services, please contact:

From our blog:

5 Common Mistakes Your Tax Return May Reveal

What does your tax return say about your financial situation? The paperwork you file each…

Read More

Secure Act 2.0 Updates Retirement Plans Starting in 2023

The new Secure Act 2.0 legislation expands upon the Secure Act of 2019 with updates…

Read More
Transferring wealth between generations. A son/father or grandson/grandfather stare at eachother in their family place of business.

Take Control of Your Legacy: Planning for Generational Wealth Transfer

The Silent Generation and Baby Boomers are incredibly fortunate generations—and so might be their heirs.…

Read More

Browse the other services we offer: Taxes, Audits, For Small Businesses

How can we help you?

We offer tax return preparation, financial statements, bookkeeping, consulting and a variety of other services for companies and individuals throughout the San Joaquin Valley and beyond.