Our firm will be an all-round advisor to you and not just a bookkeeper or tax preparer. We will help you identify your core areas of profitability and growth and provide practical and flexible solutions to identify key areas affecting your business. The following provides a listing of the consulting services we provide
- Ideal business entity selection for your individual requirement. One size does not fit all and one company may benefit opting as a C corporation and another entity may benefit being a LLC. We will provide practical guidance on the entity selection for individual client needs.
- Selection and implementation of QuickBooks software. Our trained QuickBooks professionals can help clients to install, setup, train, maintain and customize Quickbooks. See our QuickBooks services page for further details.
- Financial and retirement planning. Retirement planning for small businesses provides many tax benefits. We will help our small business owners and independent consultants make the right choice in retirement planning such as solo 401(K), SEP-IRA, Simple-IRA etc.
- Business Valuations. We help our small businesses value their business, be it selling their business, knowing a value for future sale, providing stock options for employees, buying out or selling to another shareholder/partner etc.
- Financial forecasting and projection. We can help prepare a financial projection or forecasting of future revenues and growth
- Financial Analysis. We will analyze your financial statements and report on the financial health of your entity using ratios, by calculating the return on investment and comparative analysis
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