If you are looking for a firm that will focus on your individual needs and treat you like a client who matters, look no further. We will study your personal situation, and tailor our advice and service to your specific needs.
Accounting & Bookkeeping
We can provide comprehensive bookkeeping and accounting services to ensure smooth operation of the financial side of your business. For the start-up business we can help you select the best accounting software and provide training for you and your staff.
Financial Analysis
To assist in sound decision making, financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis provides a new dimension to decision making by showing how situations may evolve under various scenarios. Our expertise in financial analysis will support the continued prosperity of your business.
Financial Reporting
Financial statements are an important tool for management decision making. They also represent your business to lenders, partners, and other interested partners. We can prepare or work with your key personnel to develop accurate and timely financial statements.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and business tax issues, including how upcoming business opportunities may impact your tax status. We stay informed regarding the latest federal, state and local tax legislation developments and how they affect you and your business. We have a unique understanding of the tax challenges of the small business owner.
Business Plans & Structure
Selecting the right business entity structure has enormous financial and tax implications. We can advise you on the best choice for your situation and prepare the entity documentation. Let us help you prepare a business plan that describes your business and the product and services it provides. It is an important tool when seeking potential investors and provides a guideline for future business accomplishments.