Strategic Financial Planning
Business Owners
We are committed to partnering with business owners in the process of identifying how your business is managed to ensure it achieves both its short-term and long-term goals and objectives.
- Review Business Operations
- Budget Development
- Working Capital Assessment
- KPI Review and Development
- Legacy Planning
Individuals
We are committed to working with individuals to identify and eliminate financial waste and to develop a financial plan that will aid in preserving your financial wealth.
- Review Monthly Financial Position
- Develop Financial Plan to Eliminate Financial Waste
- Budget Development
- Debt to Equity Analysis
Tax Planning and Tax Preparation
Business Owners and Individuals
We are committed to working with our clients to analyze their financial position to ensure we are maximizing the available tax deductions to ensure tax efficiency, through the review of the items listed below.
- Entity Structure
- Family Structure
- Long-term and Short-term Business Financial goals
- Long-Term and Short-term Individual Financial goals
- Asset Purchase
- Retirement
Additional Services
We are committed to helping our clients maintain accurate accounting records through our bookkeeping and monthly financial statement analysis services.