Advisory Services
Offering a robust line of products to meet your personal and business needs
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People who are here to help...
We serve as a partner to small businesses—providing structured guidance on building a successful, sustainable enterprise. We accomplish this via:
- Deep analysis and reporting—We focus on the numbers to provide helpful reporting and analysis that drives business growth.
- Guidance at all stages of business—We serve as your accounting partner and advisor from business startup to succession planning.
- Dedicated experts—Our team of qualified professionals are here to help—for the long haul.
Advisory Services:
Businesses
Includes:
Business Foundation Services
- Entity selection
- Business owner education
- Retirement planning
- Technology advice
- Benefit plan selection
Business Management Services
- Budgeting
- Strategic planning
- Financial analysis and forecasting
- Operations support
- Cash flow management
- Internal control evaluation
- Succession planning
- Business valuations and transitions
- Income and deduction planning
- Tax savings strategies
- Human Resource management
Individuals
Includes:
Individual Services
-
Divorce:
- Personal financial statements
- Asset analysis
- Tax strategies
- Financial planning during divorce
- Prepare for life after divorce
- Personal financial planning
- Estate and trust planning
- Tax problem resolution
IRS Representation
- Audits and notices
- Late filed returns
- Liens and levies
- Offers in compromise
- Innocent spouse relief
Other services
Includes:
Other Services
- Litigation support
- Forensic accounting
- Cannabis accounting and tax preparation
QuickBooks Assistance
- Setup
- Conversions
- Assessment and tune-up
- Chart of accounts maintenance
- Track transaction changes (audit log)
- Training