Services
What we Do
Business Advisory Services
Business owners need quality information to make sound business decisions. Incorporating new financial technology and solid accounting practices, we offer what many traditional accountants and tax preparers do not: strategic client advisory services and counsel.
We think beyond the numbers on a tax return or a spreadsheet to guide business owners towards their goals. Our business advisory services focus on planning and execution. We address these by focusing on four key areas: compliance, organization, tax efficiency, and strategic financial services with succession planning.
Compliance Services
Many CPA firms focus on keeping businesses compliant with timely tax filings and financial statements. These services form the basic blocking and tackling of an accounting firm focused on these activities, and that is where many firms stop. Our team of professionals incorporate the traditional compliance work expected of an accounting firm to provide insight and guidance into the numbers that report your business performance.
Organizational Services
It is important for a business owner to know and understand the numbers. Streamlining your accounting function helps you get a better handle on the information that is meaningful for your business. We review your financial statements with you to make sure you understand them and can manage them appropriately. We also help you analyze business expenses and look for opportunities to increase profitability and cash flow. Better organization and reporting allow the business owner to confidently present and analyze your business performance.
Tax Efficiency Services
Our team actively works with the business owner to learn and understand your business goals. Reducing taxes, securing bank financing, expanding your business and exiting it at the right time―with a better outcome, are results of consistent client interaction. Focusing only on minimizing taxes could cause the business owner to miss the bigger picture and make costly mistakes down the road. We work with business owners to build tax plans that align with their goals.
Strategic Financial Services with Succession Planning
Business owners invest a significant amount of time and money into one of their most valuable retirement assets, their business. Like any other retirement asset, a proper rate of return on the investment you make in your business should be expected. Our goal is to help you build value in your company and eventually transfer this most important retirement asset to your personal balance sheet. As a business owner, you must always make decisions with a succession plan in mind. We help owners position their company’s finances so that when they are ready to transition, they keep as much money in their pockets as possible.
