Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. My firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
Accounting Software Selection & Implementation
Accurate financial reviews and audits make it possible for your company to maintain compliance, secure financing, find investors or prepare the business for sale. The review process also provides valuable insights into the strengths and weaknesses of your organization’s internal controls, offering unique opportunities to improve how you do business.
I tailor my services to the unique needs of your company, matching my level of involvement to the requirements set by potential funders or buyers. For smaller financing requests, you may only need for us to prepare a more simplified compilation report.
In all cases, I will work with you and key employees across your organization to complete the review process as efficiently as possible. By minimizing the amount of time your employees must devote to audit and review procedures, I help you complete the process without disrupting operations.
Bookkeeping/Write-Up
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, I can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, I can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Business Consulting
Business success depends on timely identification of both problems and opportunities, and efficient development of strategies to respond to both. As your trusted business consultant, I combine dedication to your success with wide-ranging business acumen to offer honest, objective advice on everything from minor restructuring to preparing a business for sale.
I will take the time to learn about your company’s unique challenges, goals and current strategies. I then draw on years of business analysis experience to help you address inefficiencies, and identify and capitalize on hidden growth potential. I empower you and your team to make well-informed choices for the future of your business.
Whether you need short-term assistance with a major transition, or a long-term partner in strategic planning, I can help you unlock the full potential of your business.
Business Entity Selection
The way you structure your business has far-reaching tax and financial implications. Each business entity class—partnership, LLC, sole proprietorship, S corporation, etc.—has distinct advantages and disadvantages with respect to tax liability, personal asset protection, operational structure, and more. Selecting the best entity type for your company requires careful analysis of your business objectives.
I will thoroughly review your current transactions and business plan with you to help you find the ideal structure for your business. And because the best entity designation today might not suit your evolving needs in the future, I will also provide guidance on how to regularly reassess your business structure, and change it if appropriate.
Financial Analysis
Accurate financial analysis is the cornerstone of business management, opening up new opportunities and guiding sound planning and decision making. My complete financial analysis services include operational assessments to help your company function more efficiently, along with industry-specific evaluations that could help you gain a competitive edge.
I can also work with key personnel to generate pro forma projections. These forecasts include thoroughly researched data on potential revenues, liabilities, liquidity, and net profits under various scenarios, presented in a standard accounting format for easy review. Having reliable numbers will enable your management team to pursue or reject a course of action with confidence, and also develop new and more finely tuned proposals.
Whether you are contemplating staying the course, implementing sweeping changes, or anything in between, our financial analysis services will support the continuing prosperity of your business.
Financial Statements
Maintaining clear, accurate and timely financial statements is one of the most impactful investments you can make in the long-term success of your business. Well-prepared statements ensure hassle-free internal and external audits, help guide management decisions, and present the stability and growth potential of your business to prospective lenders, investors or buyers.
Preparing the primary components of a financial statement – mainly the balance sheet, income statement, cash flow statement and statement of shareholders’ equity – requires thorough record keeping and detailed analysis. Clear, easy-to-read presentation matters every bit as much as precision.
I will work closely with your key personnel to assemble all the data needed to develop your financial statements. I will then help you finalize the statements to ensure compliance with industry standards and so critical information can be found at a glance.
Management Advisory Services
Managing your business for optimal efficiency and effectiveness requires continuously tracking and analyzing a wide range of data points to make informed decisions. I work closely with key personnel across your organization to gather and interpret the critical information that drives your company’s long-term success.
Many management consultants offer a narrow focus, but my approach is comprehensive. I provide expertise in general business planning, merger and acquisition support, and a broad range of other services designed to keep your company on track and moving toward its goals.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. Taxes may be a certainty in life, but worrying about them doesn’t have to be. For individuals, I can save you time, money and stress by preparing and filing your returns, while claiming every allowable deduction and credit. For businesses, I can help by minimizing your tax liability, while ensuring that you stay in compliance with all federal, state and local regulations.
Accurate and timely filing of returns is only the beginning of an effective tax strategy, however. Every personal or business financial decision, from buying a house to selling investment holdings, from expanding staff to replacing aging equipment, can have significant tax implications. Successful tax planning rests on understanding all of these impacts before the decision is made, so that you can act at the most advantageous time. Let us show you how.
Our country’s ever-changing tax code places heavy burdens on both individuals and companies, but it also holds extraordinary opportunities if you know where to look. I am here to guide you along the path from basic tax compliance to a strategy for long-term tax minimization.