Business insight, control & growth
The numbers behind
your next move.
Specialized accounting and financial consulting for businesses that need a clearer view of where they stand—and where they’re going.
Start a conversation
Questions worth asking
What do the reports tell us?
Where does the process break?
What needs to happen next?
Find your starting point ↓
George KaplanCPA · Meet George ↗Manufacturing · Wholesale distribution · Real estate · Online retail
The work we do
From the routine
to the consequential.
Accounting and tax are part of the picture. Financial planning and connected systems help bring the rest into focus.
A useful place to start
What needs
your attention?
Different business questions call for different kinds of support. Choose a starting point.
The reports
Make the financial picture easier to use.
Are the statements timely? Do revenue and expenses land in the right places? Start with what your reports need to tell you.
Explore this service- Accounting systems
- Budgets & cash-flow forecasting
- Short- and long-term financial plans
The systems
Connect the books to the way you work.
Describe who enters information, who reviews it and who needs to see the result. Connected Consulting starts with the people behind the system.
Explore this service- QuickBooks setup
- Team training & support
- Remote collaboration
The next decision
Put the business question on the table.
An acquisition, a new structure or a system change can involve more than one set of numbers. Explain the decision and agree on the work needed.
Explore this service- Strategic business planning
- Acquisitions & corporate structure
- Multi-location business needs
An independent practice / Established 1990
Close to the details.
Involved in the decision.
The firm’s approach puts George Kaplan directly into the work, supported by a team of accounting professionals.
From its Beverly office, the practice describes work with businesses operating regionally, nationally and internationally. The common thread is a need for useful financial information and a thoughtful next step.
Get to know the firm01 / Editorial sample
When your reports
arrive too late.
Five questions to bring to a conversation about your accounting process.
Read the preparation note ↗02 / Fictional working example
More orders.
Less clarity.
A distributor wants to understand the reports before committing to expansion.
Explore the scenario ↗Before we talk
A few useful answers.
What types of businesses do you work with?
The original website names manufacturing, real estate, wholesale distribution and Internet-based retailers, including businesses operating across multiple locations and states. Ask the office about your specific needs.
Is this only a tax practice?
No. The published offering also includes financial planning, accounting and bookkeeping, budgets, cash-flow forecasting and Connected Consulting.
Can you help with QuickBooks?
QuickBooks setup, training and remote support are described on the firm’s original website. Confirm current products, scope and availability with the office.
What should I share at the start?
A short description of your business, the question and the timing is enough for an initial inquiry. Agree on a suitable document-sharing method before sending financial records.
The next conversation
Bring us the decision.
We’ll start with the numbers.
Tell us what is changing in your business and where you need a clearer picture.
Talk with the office