Services we provide

Business Profitability Improvement

Is your company operating as profitably and efficiently as possible?

  • Financial analysis using benchmarks, trend analysis of departments, product groups and visions
  • Ratio analysis to develop performance targets
  • Business plan development
  • Craft Key Performance Indicators
  • Work with management to implement and/or monitor budgets
  • Systems and procedures documentation
  • Evaluate the integrity and documentation of management information systems

 

Tax Planning and Consulting

Are you paying the lowest tax possible?

  • Financial performance reviews
  • Tax profit retention
  • Multi state income and sales tax issues
  • Sale of equipment
  • Evaluation of Buy/Lease of equipment
  • Structure of purchase or sale of the business
  • Payroll tax issues
  •  

Succession Planning

Are you preparing for the sale or succession of your business?

  • Development of goals and objectives for the retirement of the owner(s)
  • Assist in defining the training and systems necessary to insure a successful transition

 

Compliance Services

Are you meeting all  the requirements of your lenders and taxing authorities?

  • Compilation, review or audit of your financial statements
  • Preparation of all necessary business tax filings
  • Assist on any other accounting issues

 

Finance

Are you obtaining new working capital in the most cost effective manner?

  • Assess and evaluate current and potential lenders
  • Advisory services for mergers, acquisitions and dispositions
  • Advise and assist in raising equity capital

 

Risk Management

Are you covered for the risks that you take in your business?

  • Development of buy/sell agreements
  • Analyze operating agreements
  • Evaluate insurance needs

 

Owners and Key Management Services

Are you building personal wealth for the future?

  • Tax planning and consulting
  • Preparation of all necessary tax filings
  • Insurance evaluations
  • Retirement planning development
  • Personal Financial Planning

 

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