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Financial Analysis

A comprehensive look at your financial health

We want to give you the piece of mind that your business is operating as efficiently as possible. To assist you in continually evaluating your performance, our firm offers a wide range financial analysis services, including financial and business forecasting, proforma projections, and operational assessments.

These services will help put you in a position to foresee and plan for unexpected business circumstances.

Understanding your company’s efficiencies and profitability structure are the keys to your business working for you, rather than you working for your business.

We will assess your company’s overall operational strengths and weaknesses, breaking down your business into the areas that are most vital to its success and offer actionable recommendations to achieve your goals.

Other services include:

  • Accounting and bookkeeping
  • Tax planning
  • Outsourced controllership
  • Financial statement preparation
  • QuickBooks support
  • Business plan development
  • Business loan assistance
  • Debt restructuring
  • Mergers and acquisitions
  • Compilations, reviews, audits
  • Incorporation and new business advisor
  • Payroll processing
  • IRS representation
  • Budgets and financial projections
  • Retirement planning
  • Succession planning
  • Services for individuals

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If you can’t seem to find what you’re looking for or have a questions about our services please schedule a quick phone call by clicking the button below and we can help you get the information that you need.

Insights

Tax Consequences of Virtual Transactions

Tax Consequences of Virtual Transactions

As social distancing turns convenience into necessity, the number and types of activities moving to the internet is exploding. It’s important to remember that these virtual events often trigger real-world tax implications. Here are some things to keep in mind:...

Review Financial Decisions When Interest Rates Change

Review Financial Decisions When Interest Rates Change

Interest rates are expected to increase this year in response to inflation that is running at a 40-year high. How will you be affected? Any interest rate revision can cause a ripple effect throughout the economy. Accordingly, the Federal Reserve’s actions probably...

Tax Saving Tips for Parents and Grandparents

Tax Saving Tips for Parents and Grandparents

Leveraging the kiddie tax rules With careful tax planning, you can use the kiddie tax rules to reduce your tax obligation. Here’s what you need to know. Background The term kiddie tax was introduced by the Tax Reform Act of 1986. The rules are intended to keep parents...

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