Our firm offers a wide range of services to our individual and business clients.
Our Business Clients
Most accounting firms record the past and focus on your current tax matters, but we go beyond the basics! Our goal is to assist you not only in understanding your company's past performance and its tax effect, but to help you decipher more clearly where your company is heading and to envision and evaluate new paths.
We add the financial expertise to your management team as a CFO would. We do this through complete business planning where we incorporate not only tax planning but cash flow projections and assistance in drafting and updating business plans. We don't just draft third party financial reports without first explaining to you what the underlying numbers in the report mean to a financial institution or an investment group.
We are sensitive to what banks and other financial lenders are looking for in a customer and therefore we work closely with them and help you fortify strong relationships. Most of all we thoroughly believe in forecasting your financial needs so that you are way ahead of the curve and your competition.
Our Individual Clients
We use the same financial philosophy for individuals as we would for a business. We go beyond just preparing your personal tax returns by evaluating your current financial status, identifying the strengths and weaknesses, and by making suggestions. We assist you in defining your financial goals whether it be for retirement, college savings, or for any short or long term financial goal. We facilitate in evaluating business opportunities for our individual clients.
We could simply act as a sounding board where our clients could bounce ideas off of or we could prepare a full written evaluation. It is not uncommon for our clients, whom we prepared individual tax returns for, to call on us for advice throughout the year. We do not charge our clients for initial consultations for any financial matter either by telephone, or in person, regardless of whether they are a new client or not.