Consulting Services

Consulting Services

In every encounter with our clients, we offer proactive solutions to business, tax and management issues.

Entity Structure consultation is critical to a number of desired outcomes for a new or expanding venture.  We can implement the formation of recommended entities.

Financial Projections are needed for loan packages, business plans and business expansion. Cash-flow projections are useful to business owners for determining prioritization of operating and debt expense, and to identify business financial cycles.

Specific Issue Consulting are opportunities for clients to speak with our consultants about any number of issues that come up during the course of doing business. Examples may be:
  • Contractor versus employee factors
  • “How do I handle?” accounting and system questions
  • Tax issues
Simple urgent questions that can be vetted with an experienced consultant via teleconference or office conference.

Businesses may develop compensation/bonus/profit sharing formulas to attract and retain talent. Businesses that utilize sales personnel may need assistance in formulating commission compensation packages.

Get a copy of our Free Tax Preparation Checklist to help you maximize your tax deduction!

QuickBooks Online is our preferred software for our small business clients.

Get A Plan Today!
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