Whatever kind of business you own, whether it’s a Sole Proprietorship, a Partnership, Corporation, LLC, or a Cooperative; We can help you get your taxes done smoothly with the least stress and hassle!

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We offer many consulting services to our businesses including:

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A business plan is important! It’s a tool for understanding how your business is put together. You can use it to monitor progress, hold yourself accountable and control the business’s fate. And of course, it’s a sales and recruiting tool for courting key employees or future investors.

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Ownership transition can be tricky but we can help make the process easy! There are three basic alternatives for firm ownership transitions: internal ownership transfer, employee stock ownership plans (ESOPs), and sale or merger of the firm. Typically, the biggest benefit economically comes from a sale, followed by an ESOP, and then an internal transition.

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Like most other things in life, it “takes a village” to succeed as a startup. Entrepreneurs are constantly breaking rules and making mistakes in an effort to drive their businesses forward. For this reason, having a mentor is invaluable.

“We’re helping entrepreneurs to be entrepreneurial”

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A CFO (certified financial advisor) has many responsibilities and duties, but the can be broken down into 3 main categories:

1. Controllership duties: Controllership duties hold the CFO responsible for presenting and reporting accurate and timely historical financial information of the company he or she works for. All stakeholders in the company including shareholders, analysts, creditors, employees and other members of management rely on the accuracy and timeliness of this information.

2. Treasury duties: The CFO is also responsible for the company’s present financial condition, so he or she must decide how to invest the company’s money, taking into consideration risk and liquidity. In addition, the CFO oversees the capital structure of the company, determining the best mix of debt, equity and internal financing.

3. Economic strategy and forecasting: A CFO must be able to identify and report what areas of a company are most efficient and how the company can capitalize on this information. This aspect of a CFO’s duties also includes economic forecasting and modeling – in other words, trying to predict (given multiple scenarios) the best way to ensure the company’s success in the future.

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I know how time consuming accounting concerns can be, and they all require personalized and detail-oriented attention. Why worry about that when you have me to take that burden off your shoulders? I specialize in a wide range of tax preparation and accounting areas and can handle financial issues quickly and efficiently. Call me and start benefiting from my accounting expertise today.