Areas of Practice
Tax compliance
In an ever changing environment of tax law and filing requirements it's imperative to have a professional that can allow you to focus on your business, your family and the things that matter most to you. Filings for individuals, partnerships, corporations, s-corporations, trusts, non-profits and estates. Transactions including buy/sells and like-kind exchanges.
bookkeeping/payroll
In these ever-changing and complex times, it is most critical to keep your books, records and payroll up to date and accurate. We have a strong referral network of trusted bookkeepers who can assist you with maintaining your financial records and help you shift your focus back to what it is that you do best. If you have a strong team already, consult us for help with accounting system/software set-up and reconciliation.
Tax planning
The fundamental approach to tax planning is to let the entirety of the economics dictate the decisions, but taxes must be considered in any transaction. Most tax consequences are inflexible once a transaction has taken place; consult with us from the beginning of the process to ensure you have all of the right information to make the best decisions.
financial statement compilation
Internal-use financial statement compilation is available. Ensure that your board of directors, owners and managers are looking at up-to-date and accurately compiled financial statements when reviewing performance and strategizing for the future.
consulting
The landscape of business is always changing. Let's chat about how your business is operated and accounted for and see what ideas may spur growth and foster innovation. Top-line (revenue) growth, cost-cutting, consolidation or out-sourcing may be right for your enterprise. Developing and discovering efficiencies can help your business thrive.
CFo for hire
Remotely or on-site; a contracted CFO provides the insights & expertise to attend to the financial aspects of your organization. Processing receivables/payables, Collections, Budget preparation, Cash-flow management, & Monthly, Quarterly, Year-End Close-Outs/Reconciliations are a sampling of the services offered.