taxes

We provide professional accounting services that foster excellence and provide concise financial statements that work for both financial analyst and layman alike. Listed below are the services we offer for every stage of your business:

Start-Up

  • Pro Forma Financial Statements
  • Set-up Accounting System
  • Find Correct Software
  • Determine Cash Needs
  • Determine Capital Expenditures Required
  • Determine Breakeven Sales
  • Bookkeeping Services Level
  • Compile Financial Statements

Growth

  • Software Still Sufficient?
  • Reviewed Financial Statements
  • Budgeting: Operating and Capital
  • Cost Analysis
  • Evaluate Internal Accounting Personnel - Still Adequate?

Transition

  • Consider Upgrading to Audit Due to Size of Borrowing
  • Analysis of Internal Controls
  • Branch Accounting
  • Allocation of Costs Among Division
  • Pricing

Exit

  • Assist Buyer's Due Diligence Team
  • Assist With Developing Post Closing Pro Forma for Buyers

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Success Stories

Regional Business to Business Service Company

A third generation service business with three regional locations recently taken over by the two grandsons has recently experienced some lean years and wanted a way to increase profitability. Read More »

Market Research Firm

Originally, assisted this client with bonus programs and shareholder buy-in, however the company’s biggest concern was how the principal shareholder could be eventually bought-out of the company. Read More »

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