TAX PREPARATION AND ACCOUNTING
With over two decades of experiece dealing with the financial needs of individuals and small businesses, we know that accurate accounting and tax preparation is its own currency.
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Whether it is from traditional employment with a regular paycheck or those with income from self employment, we handle your total reporting needs. We do this with our fees disclosed in writing prior to engagement, and below national averages.
All preparers are required to maintain a clean criminal record, registered with the IRS, and maintain professional liability insurance.
DEVELOPING A BUSINESS PLAN
NEVER JUMP OUT OF AN AIRPLANE WITHOUT A PARACHUTE!!
Quality businesses have a strong foundation of planned growth and needs prior to execution. We use our experience and an array of tools to help you develop and document a custom tailored business plan for your needs
STRATEGY AND OPERATIONS
Every organization faces headwinds from time to time. The firms that finds the paths with least resistance are those that evaluate and adjust their approach.
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Whether it comes in the form of a private meeting with the small business owners in our offices or visiting the customer in the field, we make ourselves available to make sound business decisions. Including establishing metrics, timelines, locating and identifying appropriate resources
GOVERANCE AND HUMAN CAPITAL
Sometimes the biggest obstacles for any business is the rules and team.
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No one can be an expert in regulations in all industries but we are willing to help our clients search and identify the "rulebook". We help them develop processes and procedues to make sure they stay in compliance.
We are not human resource professionals by trade but we do offer the counseling to identify if the personnel have the ability to do the job and or can be easily trained for future change. We feel this is goes hand in hand with business and strategic planning. In the event we feel a need for a human resource professional is required, we will help the business owner identify and engage the professional.
SMALL BUSINESS FINANCING
With over two decades in financial services our small business financing consultant, John Berkey, has been on both sides of the table in this venture.
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We will not only identify your need, we will locate solutions. Further we will hand hold the business owner all of the way through the application process. Our goal is to make sure you get the best solution for your need.
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