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Services
If you’re looking for a firm that will focus on your individual company needs and treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
Financial Management
- Contract Financial and Accounting Management
- Management Advisory Services
- Entrepreneurial and Executive Coaching
- QuickBooks Advisory Services
Transactional
- Business Entity Selection
- Buying or Selling a Business
- Financial Analysis
Compliance
- Financial statement presentation
- Payroll Services
Contract Financial and Accounting Management
If your business doesn’t currently have a CFO or Controller, we can provide comprehensive financial and accounting management services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Business Entity Selection
The business entity — LLP, LLC, sole proprietorship, partnership, corporation, etc. — that you select for your business has enormous financial and tax implications. It’s important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Financial Analysis
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We’re ready to provide this type of financial analysis to support the continued prosperity of your business.
Entrepreneurial and Executive Coaching
Whether you are starting a new venture or overwhelmed with your existing business, you can benefit from an objective, experienced and independent advisor to help navigate those C-suite challenges, set goals and improve personal and company performance. We’ll work with you 1:1 to empower you to achieve your vision and meet your goals.
Financial Statement Preparation
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We’ll work closely with your key personnel to develop and finalize accurate and timely financial statements on a recurring basis.
Management Advisory Services
As a true business partner, we’re available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Payroll Services
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
QuickBooks Advisory Services
- Purchase Discounts: Our ProAdvisor status allows us to provide clients the opportunity to purchase the software and other Intuit products at a discount.
- Conversion, Company Setup, Implementation & Training: if you’re starting your business and want to create your accounting system in QuickBooks or if you have an existing accounting system that you would like to convert to QuickBooks, we can help set you up or implement a conversion from another software system and train your staff or assigned users on the effective use of the software.
- Troubleshooting & Support: if you’re running into issues with your existing QuickBooks data, we offer experienced knowledge and understanding in helping you resolve your issue.