• Total accessibility as a sounding board for advice and questions – no matter what the issue.
• Valuable expertise and assistance with record-keeping, reporting, accounting system setup, tax planning and cost-containment.
• Professional guidance regarding various accounting software including Quickbooks and Peachtree.
• Expert tax planning and preparation. Strategies for lowering your tax bill and raising your cash flow to keep you on track with your financial goals.
• Thorough research and detailed analysis to find the hidden financial opportunities in relevant tax laws.
• Helping you understand your pertinent business documents, what to keep and for how long.
• Networking resource for your business – access to individuals and businesses in many industries and all available to assist you and your business.

• The most tax-advantaged business structure for you, whether you’re starting a new business or reorganizing an existing one.
• Guidance on drafting your business plan, entity selection and cash flow projections.
• Periodic discussions to help optimize your company’s performance and growth.
• Preparation and planning regarding all aspects of business tax returns and financial reporting.

• Freedom to focus on your organization’s mission – guiding you from incorporation as a non-profit to getting 501(c)(3) tax-exempt status to tax and financial statement preparation.
• Management services to help you “do the right thing” with your internal controls, audits and reviews of financial procedures.
• Extensive experience with grant applications and grant management.
• Expertise and insight to ensure your funding dollars are allocated appropriately and fiduciary responsibilities are handled with care.

• Reporting services including break-even analysis, anticipated profit and loss schedules, cash flow projections and estimated balance sheets for companies of every size and status.
• Financial reports designed to streamline your business, save valuable time and guide your business in making decisions, planning, and evaluating performance.
• Strategies to maintain optimal cash flow – because good cash management can make or break your business. Analysis of your spending, balancing of your budget and restructuring of your debts to support your business’ success.
• Maintenance of financial records, improved information flow, evaluation of financial procedures and plans to help you meet your business challenges.
• Tools to make the most of changes in the marketplace, accounting standards and tax law.

Individuals

• Specialized solutions to minimize your tax liability and simplify your fiscal life (tax preparation and tax planning).
• Help with budgeting, retirement planning or college savings. On-going dialog makes sure you are on track to meet any changing goals.
• Assistance in the preparation of college financial aid forms (FAFSA).
• A wide range of tools to help you reach financial independence. Asset allocation, investment performance monitoring, college funding, retirement plans, insurance, and tax, estate, and business succession planning.
• Portfolio reviews to make certain your investments are structured for the highest after-tax return.

• Effective estate and trust planning. Guidance in navigating the complex and shifting tax laws to facilitate the transfer of assets and minimize your beneficiaries’ tax liability. Even if you don’t think you have an “estate,” you still need an estate plan!
• Wealth management and asset protection. Partnering with your estate attorneys to review accounting plans, administer trustee services, and provide administrative duties.
• Preparation of fiduciary tax returns for open estates or estates held in probate.
• Preparation of gift tax returns.