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Obviously, since you are visiting this site, you are needing help at some level. Our practice focuses largely on tax planning, reducing business expenses, reducing paid taxes and strategic business planning emphasizing mergers & acquisitions to grow business value or to corner operational expertise. Large or small, your needs become our focus…
Typically, clients' join our firm because they are referred to us, because their CPA has moved or retired, or because our client is looking for a local CPA that offers the hands-on experience needed to be a business adviser. Clients come to us when they:
... are looking to start - or are engaged - in a new business; … need help with tax planning or tax preparation; … need guidance on preparing financial reports in ways that helps to reduce taxes while strengthening reported financial performance; … are facing an employee benefits renewal - we talk about techniques for getting better rates from brokers and insurance companies; … need help with their computers or networks. Are your networks or computers running slowly? Is it a virus or is it time to upgrade? Or is the problem simply a leak in speed? Let’s talk about affordable options and fixes; … are thinking about changing accounting group, audit firm or tax adviser; … are looking for business strategy assistance. Members of our staff worked in a range of fortune 100 companies in planning and analysis roles; ... are a medical professional, contractor, retail store owner, or hold property investments.
Yes, we do payroll and keep books - so do most other Certified Public Accountants. What makes us different is that our staff have actual business experience. Our staff members hold CPAs, but most importantly, they are hands-on business managers.
By working together, we find practical, value based solutions.
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