Sometimes you need more than just accounting and tax services. Be it traditional or non traditional financing, restructuring your current loans, mergers and acquisitions, exit strategies, business valuations, insurance needs and analysis, we have an extensive experience in providing consultation and facilitating the execution of plans to ensure your success.
Business Startup Consulting
Comprehensive business startup services including conceptualization, incorporation, financial planning, and more.
Business Consulting
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
Business Entity Selection
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Business Succession Planning
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
Buying & Selling a Business
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
Certified Quickbooks Pro Advisor
We are a Certified QuickBooks Pro Advisor. We can assist you in QuickBooks Setup, Training, and Reporting.
Other Services
Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.
- Business Plan Review
- Cash flow forecasting
- Asset Protection
- Investment review
- Planning for Merger & Acquisitions
- Change of Entity
- Minority Certification Assistance
- Women Owned Business Certification Assistance
- Internet sales tax