Our Services
CFO, Advisory, and Optimization
Business advisory can help you break the next milestone for your business or solve problems that continue to keep you away from what you do best. Optimizing your finances, processes, payroll, technology, and more requires more than just an accountant.
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All encompassing evaluation of your business, including:
Long-term goals
Financial statement analysis and forecasting
SWOT (strengths, weaknesses, opportunities, and threats) analysis of your business.
Evaluation of existing accounting practices, branding, technology, business processes, and HR/employment practices.
A personally tailored plan to address your needs and leverage your strengths.
Implementation of tax plans that will save your business significant money and grow your profits.
We believe in building a long-term relationship with you and your business, and will serve as trusted advisors whenever you need us.
Tax Mitigation and Tax Planning
Tax mitigation strategies are one of the most effective methods of improving your cash retention and building your business or personal wealth. And you don’t have to be a Fortune 500 company to take control of your taxes and keep more of what you earned.
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We will work with you to establish your personal wealth goals, and/or your succession goals for your business. We will also:
Determine the present value of your business and use financial forecasting to calculate the future value.
Determine your current tax burden and formulate a plan to help you reduce what you pay.
Implement your new tax strategy to save you money on your personal taxes and/or your business’ taxes.
Partner with you in developing a transition plan for your business.
Adjust your tax mitigation strategy and succession plan as tax codes and business plans change.
Business Valuation & Succession
Whether you’re selling your business or passing it on to the next generation, long-term wealth and succession planning involves regulations, taxes, and business trends that are daunting to face alone.
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We will conduct a deep dive into your finances to access your current tax burden. From there we will:
Implement your new tax strategy so you can increase cash flow, increase profits, and accelerate your business’ growth.
Adjust your tax mitigation strategy as tax codes change, your business needs change, and your goals change.
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Your expense reports and financial transactions are integrated with our software, and our talented bookkeepers track every penny that goes through your business. Similarly, payroll can also be integrated with our team who will ensure your staff are paid on time every time for their hard work.
This service can stack with our tax planning services to maximize cost savings and grow your business.
Bookkeeping and Payroll
Bookkeeping and payroll are time consuming processes that pull you away from what you do best, and often have significant costs attached. You need experts who can free your time and save money.
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Our legal counsel will discuss your unique goals and needs and tailor the best solution to protect your family and assets.
Further, our legal counsel will provide ongoing management of your trust. It’s not just a service, it’s a partnership with your future.
Trusts, Estates, and Wealth Planning
Finding the right legal protection or wealth plan for your family or business can be expensive, time consuming, and complicated. You need trustworthy expert lawyers who will provide solutions for your unique needs.
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Our in house counsel will discuss your business, contract, or leasing goals and determine the best course of action moving forward. They will form your business and write your lease, will, or contract. And they will continue to provide follow up services as needed.
LLC, Wills, Contracts, & Leases
It all starts with an idea. Maybe you’re starting a new business or turning a passion into more than just a hobby. Or maybe you’ve invested in real estate and need legally binding leases that protect both you and your renters.
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