Accounting | Business Coaching | Tax | Strategic Planning

Accounting
 
>Full service bookkeeping
>Financial statement preparation and analysis
>Bill paying
>Payroll and sales tax compliance
 
Business Coaching
 
We go beyond the numbers to help unlock your business potential:
>Business health check and review
>Analysis of organization compared to industry benchmarks
>Setting and tracking business goals
>Performance measurement and monitoring
>Analyzing profit potential
>Identifying most valuable customers
>Creating business processes so your business is less dependent on you
>Building a loyal, customer-focused team
>Strategic planning sessions
>Budgeting
>Strategic marketing

Tax
 
Tax Preparation
>Individual
>Corporate
>Partnership
>Fiduciary
>Exempt Organizations
>Income Tax Planning
>IRS guidance and problem resolution
 
Strategic Planning
 
Developing a map that can guide you to success:
>Review industry best practices to develop a profitable organization
>Assessing key strengths and weaknesses of your business
>Identifying business opportunities to exploit as well as potential threats to avoid
>Developing a vision statement clearly expressing what your business will become
>Reviewing profit improvement potential and establishing clear financial targets
>Developing an action plan to lead you toward success
>Periodic review of actionable items to measure progress