CLIENT
Services Offered
ACCOUNTING
Maintaining accurate books and records is essential for any business. Clear financial data enables informed decision-making and is crucial when applying for loans or grants. We offer comprehensive cleanup and setup services by analyzing historic transactions for proper categorization and reconciling all account statements, providing a foundation to support financial projections and decision making. We also aim to establish recurring monthly services to keep your books consistently up-to-date. These services include, but are not limited to, transaction categorization, account reconciliation, invoicing, bill pay, payroll, taxes, reporting, ongoing communication, and virtual or in-person meetings as needed. We use leading industry cloud-based software to support your accounting needs including QuickBooks Online, Bill, Gusto, Keeper, Uncat and TaxDome.
ADVISORY
Advisory services are designed to streamline accounting processes, enhance profitability, and improve decision-making. These offerings include strategic planning and analysis, financial management, technology and process improvements, transaction advisory, financing advisory, and risk management and compliance. By concentrating on these areas, we deliver proactive, forward-thinking guidance and tailored advice that surpass traditional compliance work. Our aim is to help clients navigate complex financial landscapes and achieve their business goals. Our advisory services often happen organically while meeting with clients or when asking about specific transactions or plans for the business.
WEALTH MANAGEMENT
When planning for the future of your business and personal finances, it's essential to consider every aspect of your financial picture. Our Wealth Management division offers a comprehensive approach to your finances. Through this division, we collaborate with financial professionals to address the diverse financial concerns you may encounter as a small business owner. We can assist with all your employee benefit needs, from retirement plans to insurance, and retention strategies for key employees. Additionally, we provide support for business succession planning, including buy-sell agreements and key person insurance.
On a personal level, we develop a financial strategy tailored to your needs, incorporating financial needs analysis and implementing necessary strategies to help you achieve your financial goals. This includes investment strategies, life, long-term care, and disability insurance, college funding strategies, retirement planning, and more.