services are limited to the bookkeeping and accounting needed
to prepare the financials and other reports needed for your
banking, insurance and investment partners, and for tax
planning and preparation.
- And of course we are QuickBooks Professional
Advisors and are readily available to help you.
- As advisors we can help our clients to develop within
QuickBooks the reports, graphs and tools to fit the needs of
Our goal is help your small or mid-sized business succeed, no
matter what the economic climate. To this end we offer a wide
range of consulting services to help you improve business
operations, boost efficiency, and increase the bottom line.
Whatever you needs, our experienced team of business
consultants has the experience to help you grow and manage
Incorporation And New Business
Our firm can set up a new corporation, partnership, or LLC.
We will advise you on the advantages and disadvantages of
the different types of entities you can choose. Our firm
can assist in market evaluations for new business and
business valuations for the purchase of an existing
Cash Flow And Budgeting Analysis
We can forecast and evaluate your company's financial
condition, estimate financing requirements, and track
cash-flow sources and uses. We can assist you planning for
capital acquisitions including the tax consequences and
benefits. Our cash flow analysis can be a very important
planning tool for companies with seasonal ebbs and flows of
We prepare professional, GAAP-compliant financial
statements as well as tailor-made financial analyses that
can help business owners and managers eliminate
inefficiency and realize a business’s full profit
Financial Forecast And Projections
We provide complete financial and business forecasting
services, including proforma projections. We can also
create customized “What If” planning scenarios
to help management foresee and plan for unexpected business
Business Succession Planning
Stop wondering if and how your business will continue
without you there. As experts in business succession
planning, our firm can suggest many courses of action to
provide assurance that your business will enjoy a smooth
continuance and that your heirs and business associates
will be well protected.
Cash Flow And Budgeting Analysis
Our firm offers expert cash flow and budgeting analyses
that can help you minimize cost overruns, lost purchase
discounts, and uncollectable receivables. Many of our
clients state that these value-added services are
Personal Financial Planning
Whatever the state of the economy, we are deeply concerned
about the personal financial status of our clients. To help
you invest wisely, put aside what you’ll need for
retirement, fund the kids’ education, keep yourself out
of debt, and plan your estate, we’ve assembled a team
of certified financial planners who can guide you towards the
best decisions depending on your time horizon, your tolerance
for risk, and your current and future financial goals.
Debt And Financial Services
Many Americans are facing the pain of large credit card or
student loan balances that they do not know how to pay off.
We offer complete debt and financial counseling services,
including installment debt consolidation, refinancing, and
We all know how critical the housing crisis has become.
We’ll help you determine whether you qualify for a
mortgage based on your current and projected income, and
we’ll analyze the advantages or disadvantages of
fixed-rate and adjustable mortgages as well as other
aspects of home financing. For older homeowners,
we’ll discuss options such as using a reverse
mortgage as a source of income.