The practice / Services
Useful information.
Considered decisions.
Four connected areas of support, shaped around the business question.
01 / Service area
Strategic financial planning
For the decisions that change the business.
Acquisitions, liquidations, corporate structure and new system implementations. A discussion about the question, the available information and the scope of work.
- Business acquisitions and liquidations
- Corporate structure strategies
- New accounting system implementations
02 / Service area
Accounting & bookkeeping
For a more useful view of the everyday.
Accounting systems, budgets, cash-flow forecasts, and short- and long-term financial plans. Connect the routine work with the information you need to run the business.
- Accounting systems and routine bookkeeping
- Budgets and cash-flow forecasts
- Short- and long-term financial plans
03 / Service area
Connected Consulting
For the people and systems behind the reports.
QuickBooks setup, remote collaboration and support for the people responsible for the books. Begin with the way your team works.
- QuickBooks system setup
- Training for employees with financial responsibilities
- Remote collaboration and ongoing support
04 / Service area
Corporate & personal tax
For planning and filing, together.
Corporate and personal tax planning and preparation, including corporate filings for businesses with multiple locations and states.
- Corporate and personal tax planning
- Preparation and filing
- Multi-site and multi-state corporate filings
Service descriptions are based on the firm’s published website. Scope, fees, availability and current software support are confirmed directly by the office.
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