- skilled in client services
- client representation
- work closely with entrepreneurs as their businesses change and grow
- advise on acquisitions, cash flow projections, potential expansion
- business turnarounds; from low points to success
- up-to-date accounting software technology
- Certified QuickBooks Pro Advisors
Strategic Business Alliances
- evaluate business-to-business relationships for clients
- research to find networking and business-to-business options
- originating financing opportunities
- selling and acquiring businesses
- investment options, potential growth
- gifting and estate tax purposes
- shareholder disputes
- divorces
- keeping clients aware of tax changes
- breaking new ground with technology information
- quarterly consulting sessions
Financial Statement Preparation
- business compilations
- personal financial statements
- business
- personal
- trusts
- gifts
- payroll
- estates
- non-profit organizations
- Return preparation, planning, and compliance for Individuals, Trusts, Corporations, Partnerships, LLCs, S Corps, Etc.
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