SERVICES

Our comprehensive services are designed to help you grow your value, protect your growing organization, and position you for further success.

 

As advisors, we educate you and guide you through business strategies, while managing the complexity in the details, so you can focus on what you do best. We proactively look for ways to maximize the success of your business.

  • CASH FLOW ADVISORY SERVICES

Planning to have the funds you need, when you need them.

Cash flow is the lifeblood of any business and is often overlooked. It is actually the most important aspect of a business and should be considered a priority for you and your team. We work with you to focus on cash flow which allows you to achieve your plans and goals while maintaining necessary compliance.

  • STRATEGIC TAX SERVICES

Executing the best structures and strategies for tax efficiency of your business.

Proper year-round tax planning can help to minimize your tax burden and provide information to make strategic decisions for the company. We prepare individual tax returns and business tax returns for corporations, partnerships, limited liability companies, and disregarded entities. We also navigate multi-state issues.

 

  • CORPORATE STRUCTURES

Choosing or adopting the best type of entity structure for ongoing business operations and tax strategies is part of what we do. We work with your legal team and advisors to guide you to the best solution.

  • BUSINESS TRANSITION

Designing plans for buying or selling your business, including consideration of generational transition. We strategize with you to find the best option for your business and personal goals.

 

  • BUSINESS GUIDANCE / BUSINESS VALUE

Identifying unconventional areas of business value and how to grow your value.

There are many factors besides earnings that drive the true value of a company. We advise you on how you can impact these areas, and positively increase your business value.

  • CHANGE MANAGEMENT 

Adapting your business for continued success during change and volatility.

As our world and industries continue to rapidly change, let us help you stay ahead of the curve, plan for contingencies, and swiftly adjust to unexpected circumstances.

 

  • BUSINESS VALUATION

Calculating the estimated economic value of your business by expert Certified Valuation Analysts (CVAs). Business valuations are a key component of business development, including purchase or sale of a business, mergers, and bank financing.

  • ESTATE PLANNING

Maximizing your legacy by providing guidance, working with your legal counsel, and executing your estate and retirement plan. These services include preparation and management of estate tax compliance.

 

  • FRAUD INVESTIGATION & PREVENTION

Services that make sure your growing organization is protected. Through investigative work, we recommend actions and internal controls designed to minimize risk of loss and reduce likelihood of future fraud.

We employ accounting and investigative skills to assist in the determination of whether criminal matters such as employee theft, securities fraud, insurance fraud and identity theft have occurred. Fraud investigation can also be required for civil matters.

 

  • BOOKKEEPING 

We provide in-house bookkeeping, which ensures all of your strategies will be implemented correctly. We will also gladly work with your current bookkeeping team.

Our bookkeeping services include guidance and preparation of bank reconciliations, financial statements, balance sheets, general ledger review, sales tax and payroll.

  • NON-PROFIT

Helping non-profits fully pursue their purpose by navigating the unique challenges of their tax filings and other business and accounting matters.

Establishing new non-profits, assisting with the design of the non-profit and the necessary federal and state filings.