Because the challenges that keep our clients awake at night vary, we customize each and every client solution. However, we apply a consistent process to discover those strategies. Our prospects and clients can expect us to listen to their initial concerns with an empathetic and experienced ear. We’ll then ask thorough questions to ensure we’re correctly identifying the challenge and its root causes. Once identified, we’ll begin creating an individualized solution.
That first solution is only an initial step, though. Our client engagement requires us to keep in mind that all areas of a client’s financial life are interrelated. In solving the initial point of pain, has our experience helped us identify additional opportunities for improvement? Can we assist with clients’ long range plans now that the previous financial obstacles have been cleared? This ongoing dialog and our devotion to continuous improvement is where the relationships we create with our clients truly begin to bear unique fruit.
Tactically, client solutions often utilize some tailored combination of the following project types:
Planning and management advisory services
- Short and long - range business planning
- Entity selection
- Budgeting and breakeven analysis
- Development of financial statements meaningful to the client and their business
- Benchmarking
- Cash flow analysis
- Expansion analysis including:
- Feasibility studies and due diligence
- Lease/purchase studies
- True cost of new hire analysis
- Impact of additional locations
- New market analysis
- Banking relationship maximization
- Transactional counsel on mergers, acquisitions, liquidations and reorganizations
- Transitional advice on exit planning such as stock redemptions or buy/sell agreements
Accounting services
- Compiled financial statements
- General ledger accounting and monthly write-up services
- In-house accounting assistance
- Accounting software selection, installation and training for QuickBooks and Peachtree
Tax services
- Preparation of tax returns: business, individual and fiduciary
- Income tax planning for businesses and individuals
- Representation during tax examinations
- Filing of past due tax returns
