Rodney C Wilson, Certified Public Accountant - Accounting and Tax Preparation in Flagstaff, Arizona
 

Accounting & Tax Preparation
Serving Flagstaff for over 20 Years!

 
 

Other Financial Services

 
We offer additional financial services to our clients that are above and beyond tax preparation. All of these options are offered to help you feel more comfortable with your monetary decisions and to prepare you to make better choices over time. Below are highlighted some of these services. We also offer other options in addition to what is listed here, so never hesitate to ask us if we can help with any financial decisions you need to make.

Estate Planning:  We want to make sure that your future and the future of your family is secure. To this end, we have a full plan of action that can help you handle your finances in ways that protect your assets. We will analyze your current financial status and then take a look at where you want to be in the future. We will then make professional recommendations for where to put your money in order to minimize inheritance and capital gains taxes, while still meeting your personal priorities. We can work together on creating and implementing a plan that preserves your legacy.

Estate Planning is a crucial element of your Financial plan. We can help you with your Will and direct you to focus your priorities.

Retirement Planning:  At some point, all of us would like to retire confident that we have created a secure environment for ourselves to do so. Sometimes it is not always clear to us what it's going to take to get to this point, so having a plan for your retirement is always the best decision. We can present you with the options available for creating the right retirement plan for both individuals who are working hard and for businesses that need to plan toward this future. We want to be sure that you make the right choices as early in life as possible, so that you can be assured of a comfortable retirement when it is time.

Investment Planning:  If you need investment services, we can assist you in assessing your needs and providing solutions to financial strategy dilemmas. We can analyze your current status, help you set goals for your financial future, and assist you with a wide range of financial markets that encompass all age groups. We bring to you a portfolio of financial products that includes over 1,900 mutual funds, life insurance, annuities, health and disability insurance, and business insurance plans. We are aligned with some of the world’s largest and most respected companies, but never pressure you to go in any direction that isn't financially sound according to your specific needs. If you need help making the right investment choices, we can guide you in the right direction.

QuickBooks® Support:  We offer a wide range of support for QuickBooks® which is the leading business accounting software. We can set up your files, either from scratch or by taking an existing file and converting it to the current version. We can help you set up the correct categories that are best for your business for tracking your income and sales, and also for calculating taxable elements correctly. We can take care of your accounting for you or we can teach you how to use the software better. We can make QuickBooks® work for you!


Business Development:  Do you want to turn your business into a more valuable entity? Through systems and planning we can take a business and make it run more efficiently. We can work with you to make your business run smoothly with less involvement by the owner, which in turn gives you the freedom you probably were searching for when you got started. Business Development is teaching the entrepreneur to work ON and not IN their business. The ultimate outcome of this is a much more valuable business with a much wealthier owner.

"The 4 Ways to Grow a Business"

1.  Increase the number of customers of the type you want.
2.  Increase the number of times customers come back.
3.  Increase the average value of each sale.
4.  Increase the effectiveness of each process in the business.
 
By using these methods, we can create a plan that helps you grow your business and continually moves you forward. Business Development is the cornerstone to success. Let us help you create your plan of action!

Business Start-ups:  For those who wish to start a new business, we can help you in many ways. There are lots of choices that need to be made before you actually start the business. If you don't think about these things up front, you will end up with hassles that could easily have been prevented, and your new business could potentially fail because you weren't prepared.

As you begin putting together your ideas for your business, one of the main things needed is a Business Plan. In this plan you will lay out all of the things you intend for your company to do - the services you wish to provide, as well as all of your future accounting goals. You will need to make educated guesses about how much income you can make and what expenses there will be . We can analyze this plan for you, give you suggestions, and help you lead yourself in a much stronger direction.

 
Another key accounting question when you are starting a business revolves around what type of company you should be. There are a number of "entities" or "corporations" that you can become. Each one has its benefits and drawbacks, so it is best that you know all the facts as you begin your endeavor. For example, would it be best to be a C-Corporation, S-Corporation, LLC, or become a Sole Proprietorship? This is a hard question to answer and can have far-reaching results regarding how you run your future business. We can explain these differences and help you make the decision that fits your goals.  
We can help you start your business and plan for the future of your company!
 
It is so important for a new business to plan ahead and make educated decisions that reach toward success. Let us help you get ahead of the game!

Please contact us with your information so that we can work with you to customize a package to meet your unique needs. All of the above services can help you meet your goals for a financially sound future.
 
 

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