Tax & Financial Services
Business Consulting
We’re here to help you meet your goals, whether that includes
increasing revenue, reducing debt, improving profitability, or spending
less time in the office. We employ proven goal setting and budgeting
techniques to identify logical steps you can take to make your goals
reality.
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Bottom-Line Management
How is your business performing against your short- and long-term
goals? Using proven techniques and measurements, we’ll help
you identify ways to improve business performance.
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Asset Protection
You’ve worked hard to make your business a success. We take
a proactive approach to helping you protect your hard-earned assets
against litigation.
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Business Startup
If you’re considering starting your own business, we’ll
help you think through important decisions such as what type of business
entity you should be, the kind of financing you’ll require,
whether a line of credit makes sense, projected cash flow needs,
net income goals, accounting systems, and so on.
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Financial Planning
When it comes to meeting your long-term financial goals, you need
the expertise of a Certified Financial Planner (CFP). Through a sister
company, we can help you develop a financial plan suited to your
specific goals that includes everything from long-term health care
to investments to retirement planning including Roth IRAs to estate
planning.
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Estate and Succession Planning
With proper advanced planning, you can avoid paying unnecessary
estate taxes. Our job is to help ensure that the people or organizations
you care about most receive the benefit of your estate. Additionally,
as part of the step-by-step estate planning process, we’ll work
with you to ensure your business survives your death, disability,
or retirement with minimal disruption to the operation.
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Accounting System Setup
We have a vested interest in ensuring that the accounting system
you set up, whether manual or computerized, makes sense for your
business.
The more sound the information you provide us, the better
we can interpret your business’ financial performance and help
guide future actions.
Peachtree & QuickBooks Setup & Training
 Ready
to computerize
your business accounting system? We recommend
Peachtree or QuickBooks — two popular accounting software packages. We
can set it up for you.
 Already have Peachtree or QuickBooks? Learn
how to use it better! We train businesses and individuals using
Peachtree accounting or QuickBooks accounting packages.
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Tax Planning and Preparation
We take a proactive approach to tax planning. Throughout the year
we continuously review your financial performance against your business
goals and look for ways to improve your bottom line, including reducing
your overall tax burden.
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Payroll Management
We’ll show you how to set up a payroll check process and create
necessary quarterly reports or, if you prefer, we’ll manage
the entire process for you.
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Bank Loan Assistance
We’ve developed a network of loan officers who have proven
themselves reliable, responsive, knowledgeable, and focused on our
clients’ banking needs. We’ll work with you to help you
understand financing options and direct you to the loan officer who
can best support your goals.
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SBA Loan Assistance
If you’re starting a new business and are looking for SBA loan
assistance, we can help. We’ll help you determine the best short-
and long-term financing options and work with you to secure an SBA
loan or other moneys available through other government programs.
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Debt Reduction Techniques
Debt is not necessarily a bad thing. In fact, throughout a business’
life, there are appropriate times to borrow money. We can help you
determine when and how much to borrow, the type of loan best suited
to your goals, a sensible repayment schedule, and the tax implications
of your decision.
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Turnaround Consulting
Many businesses, at some point, experience a downturn in revenue.
Using proven techniques, we can help minimize your exposure by developing
a step-by-step plan for putting you back on a path towards profitability.
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Employee Benefit Planning
Confused by employee benefit programs and the tax implications of
each? We’ll help you determine the benefit program that’s
right for your business, and direct you to experts who can help implement
the program.
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Retirement Plan Assistance
We’ll help you determine when it makes sense to set up a retirement
plan. We’ll also help you understand the pros and cons of different
plans so you have the information you need to choose one that’s
right for your business. Finally, we’ll ensure you’re matched
with an expert with a proven track record who can implement your
retirement plan.
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Audit, Review, and Compilation
Numbers tell a story far beyond their face value. We can help interpret
your financial statements and provide you the information you need
to make sound decisions. Depending on the level of review you require,
our staff will perform a detailed audit, a thorough review, or a
summary compilation.
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IRS Audits and Correspondence
Did you know that over half of the correspondence from the IRS is
incorrect? We’ll determine the accuracy of any correspondence
you receive and advise you, so you’re not penalized for the
IRS’ mistake. Additionally, should you be audited, we will act
as your representative and work on your behalf.
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Buy/Sell Agreements
If you are in business with one or more partners, a buy/sell agreement
helps ensure there are minimal disruptions to your business in case
you or one of your partners is faced with death, disability, retirement,
or divorce. We’ll help you craft a buy/sell agreement that makes
sense for you, your partners, and your business.
|
Certified
Public Accountants 
