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Tusk Private Client Services (PCS) provides insights for better decision-making. We call it delivering Business Decision Intelligence (BDI).
Tusk PCS is a strategic advisory firm providing clients the insights that allow them to make the best business decisions to achieve their goals. We do this by being our clients’ sounding board on all matters. Tusk offers elevated support through our proactive focus on collaborative relationships, communication, and our Tusk PCS Client Journey™ Process.
Services
Services and Products for Advisory Clients Tailored to the Business’s Individual Needs
Quarterly Advisory Sessions (BDI)
Business Decision Intelligence provides detailed analysis and strategic recommendations.
Business and Financial Optimization Strategies
Identifying opportunities to improve efficiency and profitability.
Strategic Switchboard Connections
Connecting you with key resources and contacts.
Sounding Board Access / Tusk PCS Client Journey™
Continuous support and guidance through every stage of your business journey.
Accounting and Finance Guidance
Financial interpretation, review, and guidance as you navigate your business direction.
Monthly Follow-Ups
Regular check-ins to ensure ongoing alignment with your goals.
Additional Services and Products for Active Advisory Clients
Lending Packets
Forecasts
Personal Financial Statements
Business Plan Review
Due Diligence
T.U.S.K. Analysis Survey™
Strategy Implementation
Business budget review
Staff Training
Accounting Optimization
Client Journey
The Tusk PCS Client Journey™ is designed as a continuous improvement cycle by ensuring the client’s business constantly evolves and adapts to new challenges and opportunities.
By initially sharing detailed insights into the business, the client sets the foundation for Tusk to develop tailored Business Decision Intelligence (BDI). The collaborative decision-making and planning stages ensure the strategies align closely with the client’s goals. As the plan is implemented, regular reviews and adjustments keep the business agile, allowing for ongoing optimization and refinement to meet evolving needs and circumstances, driving sustained growth and success.
You Tell Tusk...
About your business, your needs, challenges, goals...
Tusk...
You and Tusk...
You and Your Team..
You and Tusk...
The T.U.S.K. Analysis Survey™
Do you truly understand your company’s financial strengths and areas for growth?
Discover invaluable insights and actionable strategies to optimize your business and drive growth—all at no cost for a limited time.
The T.U.S.K. Analysis Survey is crafted to provide you with a comprehensive understanding of your business, from your initial motivations for starting it to identifying areas of opportunity for improvement. Our aim is to uncover valuable insights that you can leverage, either with the help of Tusk PCS or a strategic partner, to optimize your business operations and drive growth.
What T.U.S.K. Stands For:
• Threats and Risks
• Underlying Financial Analysis
• Strategic Insights
• Key Takeaways
Participating in this survey allows you to quickly gather crucial information, accelerating your understanding of your business and enabling you to receive tailored support and strategic solutions for your success.
Our Team
Our team of CPAs, entrepreneurs, and financial experts leverage decades of combined experience to deliver innovative and strategic solutions.
John Dye CPA
Managing Partner
Shalonna Talbot
Executive Assistant
Drew Lunsford
Chief Operating Officer
Alvin Hawkins
Director of Account Management
Karla Equevilley
Accounting Advisor
Kyle Kennedy CPA
Tax Advisor
Tuskimonials
What Clients Are Saying
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“Tusk PCS is great to work with. They have given us a whole new level of clarity on the patterns and trends within our financials. Their proactive approach and expertise allow us to make informed decisions with confidence, knowing we have a strong team supporting us. They don’t just deliver numbers—they provide meaningful insights and strategic direction tailored to our business. With Tusk PCS, we feel equipped to navigate both challenges and opportunities as we continue to grow.”
Tusk PCS is a vital part of our team. The insight they provide gives us a clear view of our current financial standing and allows us to make strategic decisions for the future with confidence. They are diligent in thoroughly meeting our needs and giving us the data we need to evaluate and meet immediate and long-term goals.
Tusk has been a crucial partner for our success. They offer a wide variety of professional services. With them in our corner we are able to make faster stronger decisions without jeopardizing the financial strength of our business and ensuring our long-range goals are met.
The team at Tusk PCS has been tremendously helpful in guiding us as first-time business owners. They have helped us get set up smoothly and professionally with payroll, collected information, and been there for questions we may have, which has been very beneficial to our business and employees. We feel confident having this team behind us to guide us into the future.
Tusk Private Client Services has been a great part of our team.
Contact
479-448-TUSK (8875)
5100 W JB Hunt Drive | Suite 320
Rogers, AR 72758