Our Program Will Help You:
Control your financial future
Save money effectively
Manage your monthly finances
Sleep better knowing you are in control
Your 12 Month Program Will:
Manage your cashflow
Review your investments, insurances and mortage
Update or prepare your wills, and POAs
Review and prepare your tax return
Prepare your 5-10 year financial plan
ALL THIS FOR ONLY $50.00 PER MONTH (AND IT'S TAX DEDUCTIBLE!!)
STRATEGIC BUSINESS CONSULTING
Strategic Business Consulting Services
Business Operations Consulting including business strategy, plan development and implementation assistance
Consulting and advisory roles helping with business succession & transition planning; from development and implementation, to organization structure, business strategies and operational efficiencies
Sales and Marketing Strategies and implementation
Hands on assistance with implementation, monitoring and change management.
Business Financing; conventional or alternative sources
Business Acquisition, M&A / Due Diligence Services
Financial Management and Reporting
A Business Plan can have many purposes. Our Associates have the expertise to help decide, plan, implement and to obtain the Business Financing that you need.
We have dealt with all kinds of difficult tax cases and will provide you quick relief for the tax troubles you may experience. We will do everything in our power to find you the most affordable and reasonable way to solve your problems.
Personal taxes are as individual as clients themselves. We work closely with our clients to understand their specific needs and adjust our strategies accordingly.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis.
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
Need more details? Contact us. We are here to assist.
Contact us by phone, email or via our Social Media channels.