SERVICES

Accounting and Tax

We offer a full range of Accounting and Tax services that we customize to assist our clients in the planning and development of personal and business strategies.

Compliance
  • Financial Statement Preparation
  • Agreed Upon Procedures and Reports
  • Corporate Incorporation Services and Maintenance
Taxation
  • Income Tax Preparation for All Business Entities
  • Income Tax Preparation for Individuals
  • Income Tax Strategic Planning and Consulting
  • Estate Tax Strategic Planning and Consulting
  • Examination Representation
Bookkeeping
  • On-site and Off-site Bookkeeping
  • Payroll Processing
  • Sales Tax Reporting Processing
  • Specialized Reporting Data Entry
  • Administrative Services

Business Consulting

We work closely with clients and develop the strategic plans for clients to make informed decisions to meet their specific goals and objectives.

We will work with clients on strategies that will:
  • Grow Business
  • Increase Profitability
  • Increase Cash Flow
  • Meet Retirement Goals
  • Minimize Tax
  • Maintain Client on Track and Accountable
Consulting Services
  • Business Health Diagnostic, including Benchmarking and Key Driver analysis
  • Business Succession Planning
  • Family Office Management Planning including Development, Implementation and Operations Monitoring
  • Business Valuation
  • Strategic Management Planning including Development, Implementation and Monitoring
  • Business Financial Planning, Forecasting and Budgeting
  • Virtual Management CFO
  • Technology
  • Cloud Consulting

Trust

Our TRUST online service is free, and provides a platform for us to understand your needs and identify how we can help. The process requires your commitment of around 30 minutes to carry out the online TRUST diagnosis, were you will answer questions on a template about your business and/or finances. Based on the information you provide we will analyze and identify key areas of concern or benefit opportunities, and we then get together with you to discuss at no charge. At our meeting we will provide you with a client service and action plan, to keep you on track.

Please take the opportunity.