My goal is to add tangible value to your personal and business financial life. Working together, we'll know the goal is reached when you experience a marked increase in savings, income, and control over the time you spend with your business. Additionally, value will be created when you feel a decrease in stress, headaches, problems and worry.
Strategic Alliance Development
Working with you to develop alliances with professionals in the following fields for the purpose of promoting business/personal growth, security, and stability:
- Banking & Finance
- Legal
- Insurance
- Payroll & Personnel
- Estate Planning
- Information Technology
- Business Valuation
- Business Mergers & Acquisitions
- Personal Financial Planning
Expanded Accounting Services
Providing you with and objective "second opinion" on existing business plans or helping you create new plans for:
- Enhancing profitability
- Expanding or starting a new business by modeling "what if" financial scenaries
- Evaluating the relationship between your business volume, related costs, and profit
- Utilizing your business resources more effectively
- Managing long-term growth
- Attaining log-term financial stability
- Converting your business into a retirement asset
Assisting you in developing a superior functioning office support team by:
- Determining the financial and non-financial job tasks necessary for optimum operations and understanding their interaction
- Creating job descriptions around clusters of job tasks
- Arranging and/or conducting training for employees
- Conducting "team" building sessions to implement employee suggestions, strengthen team cohesiveness, and determine weaknesses that need corrective action
Creating an accounting information system that addresses your financial needs by:
- Conducting a system needs analysis
- Determining system requirements
- Assisting in the selection of appropriate hardware and software
- Configuring the software and bookkeeping training
- Routinely testing and "troubleshooting" the system
- Updating the system as needed
Traditional Accounting Services
- Preparing business and personal income tax returns
- Providing monthly, quarterly, or yearly bookkeeping services
- Furnishing reports, as requested, for various compliance requirement
- Preparing a budget and supplying reports and related analysis of progress-to-date
- Providing tax planning at both the personal and business entity level
