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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. |
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| 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. |
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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. |
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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. |
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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! |
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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" |
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Increase the number of customers of the type
you want. |
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Increase the number of times customers come
back. |
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Increase the average value of each sale. |
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Increase the effectiveness of each process
in the business. |
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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! |
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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. |
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| 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. |
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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! |
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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. |