Through our decades of experience, we are intimately familiar with the concerns business owners face in running a company. From bookkeeping to succession planning, you require dynamic solutions and an experienced team of professionals who understand your many responsibilities.
Our business services include:
Businesses rely on accurate and insightful financial information to maintain profitability and capitalize on new opportunities. We help steer you closer to your goals with accurate record-keeping and reporting. We also provide support for initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
QuickBooks can provide useful and timely information in the form of financial statements, reports, and graphs. However, it can only provide this information if you understand how to use the program. We offer the following solutions to help meet your QuickBooks needs, including setup, training, a tune-up, and ongoing support.
Accurate record-keeping is essential to a successful business. We help you with the organization and day-to-day tasks of bookkeeping so you can focus on your core business.
Whether you are buying, selling, or considering a merger, we provide professional know-how to help you structure and negotiate a deal. We employ careful analysis and due diligence to determine a fair asking price, pinpoint favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics.
A strategic business plan is more than a tool to obtain financing. A strategic plan can help you clarify your company's direction, ensure your key leaders are on the same page, and help management and staff focus on the tasks at hand. We help you develop a strategic business plan that drives your business to the level of success you deserve.
Whether you pass on your business to a family member or sell it, there will come a time when you retire and enjoy the legacy you’ve built. A succession plan is critical for ensuring a smooth transition and organized transfer of ownership. We seek to create a succession plan designed to help you retire on schedule and efficiently transfer your business to a buyer or successor.