SERVICES

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

BUSINESS PLANNING

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.

CORPORATE TAX

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 TAX

Personal taxes are as individual as clients themselves. We work closely with our clients to understand their specific needs and adjust our strategies accordingly.

ACCOUNTING

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. 

BOOKKEEPING

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.

​

Bookkeeping (Monthly/Quarterly/Annual)

PAYROLL

 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.