Services

Advisory Minded

Performance. Our emphasis is to help clients achieve their goals. We do so by helping them implement their strategy or assist in developing a plan for them. Communication and collaboration is critical to the process. We help our clients by creating a Gap Plan that tracks their goals and obstacles so we can stay focused on taking proactive, forward moving steps to narrow the gap from where they are today to what they want to achieve.

Strategy. We look at the critical success factors inside your organization and then develop the key performance indicators that monitor progress toward the factors. Our attention to detail and collaboration with our clients is what adds the most value.

Compliance Services

Reporting. We provide compliance reporting for the government, banks and board of directors, and management reporting for your leadership team. Our team ensures tax returns are filed accurately and that timely financial reports are in place. We understand the technical pieces; the tax laws, audit procedures, accounting regulations, and we integrate our technical capabilities with our advisory focus to provide clients an exceptional result.

Our Services Include:

  • Goal Setting & Critical Success Factor Identification
  • Key Performance Indicator Development
  • Managing the Gap
  • Tax Strategies & Return Preparation
  • Financial Reporting; audit, reviews, compilation & management needs
  • Accounting Systems & Outsourcing the Accounting Function
  • Outsourcing the Human Resources Department
  • Forensics & Valuations
  • Exit, Transition & Succession Planning
  • Personal Financial Strategies & Wealth Development
  • Helping Clients Move Forward

Management Reporting

Insight. We develop management reports to look at the organization’s data and convert it into information to track and analyze for your unique needs. We monitor these reports with you to help you stay focused on the major items in your organization.

Fair and Reasonable Pricing

Value Added. Our goal is to be your long-term advisor and accounting firm. We accomplish this by demonstrating significant value at a reasonable fee.

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