ACCOUNTING
Solid, simple ACCURATE financial information is essential to running your BUSINESS. Financial Statements are your SCORE CARD, your REPORT CARD. They tell you what you have, what you owe, how MUCH YOU'VE MADE - all in one easy-to-read format. They tell you the results of your new ad campaign, your payroll percents, HOW MUCH GREEN CAME IN THE DOOR, your principal payments, your equipment costs. And they are EASY TO READ.
FINANCIAL PLANNING
It's a SIMPLE Philosophy, but VERY effective:
- Set GOALS
- Lay out a PLAN to Achieve them
- IMPLEMENT the Plan
- ACHIEVE the Goals
Simple and effective, yet elusive to the majority.
COLLEGE PLANNING
Our Plans on HOW TO PAY FOR COLLEGE have been a great source of satisfaction. We make paying for college EASY. We have spent YEARS learning this craft. You WILL be able to pay for college WITH LITTLE OR NO CHANGE to your CURRENT LIFESTYLE.
QUICKBOOKS PRO
Wouldn't it be GREAT for your business if you were FULLY AUTOMATED, with perfectly ACCURATE numbers and a simple, simple, SIMPLE system to follow. Your accounting system can actually work FOR YOU as a VITAL tool. Important information ALL THE TIME with the click of the mouse. We set it up, proof it, customize it to YOU, train you and give you EASY to read, STEP-BY-STEP cheat sheets. |
SMALL BUSINESS
We're CPA's. As a result of having to WEAR GLASSES, use POCKET PROTECTORS and pull our pants up around our CHESTS, we are experienced and knowledgeable in all the following areas:
- Obtaining the right LOAN
- Designing a BONUS plan
- Implementing a COMMUNICATION system
- STATICIZING your business
- Building RETIREMENT plans
- Accounting staff TRAINING
- PAYROLL Services
- LEASING vs. Buying
- DIVORCE consultation
- INSURANCE reviewing
- Managing CASH
- SAVINGS programs
- RECOMMENDING a lawyer, a banker, an insurance agent, a mediator, a mortgage agent, a computer consultant, an estate lawyer or a pension administrator.
- SALES tax
- Internal CONTROL
- BUY/SELL Agreements
TAX
DURING THE YEAR, not after, we let you know exactly where you stand, and what TO DO. You will NEVER say to us, "Why didn't you tell me?" We do tell you. You're a business owner. You want the BOTTOM LINE plus some IDEAS. We give them to you, IN WRITING, as a regular part of our service. COMMUNICATION to our clients is the KEY to our success. We trust you as a business owner. We believe if you have the RIGHT DATA, can UNDERSTAND it and get a few IDEAS to go along with it, you'll make the RIGHT DECISIONS.
And, of course, WE PREPARE Individual, Corporate, Partnership, LLC, LLP and Fiduciary returns.
ORGANIZATION
If we could legally say we GUARANTEE HIGHER PROFITS, we would, but we can't, so we say we can almost GUARANTEE HIGHER PROFITS, LESS STRESS, a far more EFFICIENT AND PRODUCTIVE Company.
We take you item-by-item, duty-by-duty and set it out in a way that you see your business like never before. SOLUTIONS are crystal clear. WHO DOES WHAT is crystal clear.
IRS
This service serves a SPECIAL MARKET. We are experts in RESOLVING IRS PROBLEMS. We have a DEEP KNOWLEDGE of the IRS and a STRING OF SUCCESS stories about how we've resolved IRS problems. People have come to us with DEVASTATING STORIES.
We've helped put people's lives back together.
That's it. That's what we do for a living every day. We are SMALL BUSINESS AND FINANCIAL PROFESSIONALS. We CAN and DO Make a Difference.
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