Services
Our first step is always to listen. Once we have a clear understanding of your needs and goals, we use our expertise and experience to develop and implement financial strategies that provide a clear picture of where you are and where you’re going. We assist our clients in three main areas:
CFO Services
- Available in Gold, Silver and Bronze service levels to best meet your needs
- Better understand and increase profitability and cash flow
- Manage to key performance indicators
- Implement best practices around the numbers for accuracy and efficiency
- Plan for the unexpected
- Coaching your financial staff to better manage your accounting systems so your financials provide a clear, accurate picture
- Monthly meetings to deepen understanding of profit drivers, implement strategic changes and accelerate growth
Small Business Consulting
- Considerations for starting a small business
- Setting up and structuring your business
- Paying yourself a salary and how much
- Forecast and plan for the next 12 months
- Staying on top of cashflow
- Entity selection and when to be an S Corp
Tax Consulting
- Peace of mind knowing you have planned and saved up for your tax bill
- You will have numbers that you need to make better-informed decisions at tax time
- Prepare business, individual and fiduciary income tax returns
- Representation with the IRS or a State/Local taxing agency