[accordion opened=”false” style=”style-2″][accordion_item title=”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.[/accordion_item][accordion_item title=”CASH FLOW & BUDGETING ANALYSIS”]A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.[/accordion_item][accordion_item title=”RETIREMENT PLANNING”]A properly structured
retirement plan enables you to face any
retirement challenge that may present itself at each stage of your life. Through the
retirement planning process, we can help you assess your
retirement needs and develop strategies that will enable you to achieve your goals and strengthen your
retirement security. Successful implementation and periodic review of your
retirement plan will ensure financial independence during your working years and through your retirement years.[/accordion_item][accordion_item title=”PENSION & PROFIT SHARING PLANS”]Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified advisor can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.[/accordion_item][accordion_item title=”CORPORATE BOOKKEEPING”]
Accounting Software
Quickbooks – Certified Quickbook ProAdvisor Training & Setup
Bookkeeping
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can do your business bookkeeping, or we can provide you with software that interfaces with our software to assist you in managing your business. We can train you in entering your monthly income and expenses and in reconciling your bank accounts. We are also Certified Quickbook Pro Advisors and can assist you in setup and training. With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. Our experienced staff can help you choose and implement the system that best fits your needs.[/accordion_item][accordion_item title=”FINANCIAL FORECASTS & PROJECTIONS”]Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company’s financial goals.[/accordion_item][accordion_item title=”ESTATE PLANNING”]Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.[/accordion_item][/accordion]