Experiencing and maintaining business and personal growth almost always starts with a well-established plan. That’s where we come in. Our clients lean on our team of experts to identify and communicate growth opportunities for their businesses. Through our comprehensive approach, we provide our clients with all the tools necessary to meet their financial goals, both professionally and personally. Our team collaboration between CPAs, CFPs®, accountants, and bookkeepers gives our clients a wide array of resources that is truly unique in our industry.
Business Advisory and Planning
Business Advisory and Planning
Services
Consultation on debt reduction, management of tax liabilities, business growth strategies, and personal financial goal planning.
Cash management of the business operating accounts.
We will sit down and take a look at a common question we receive: “What entity structure makes the most sense for me and my business?” This is an important question!
Our services help you to manage the cashflow of your business. This improves the efficiency of your business and allows you to manage more effectively.
Paying family members through your business can be complicated and have tax implications. You want to be very careful. We are here to help!
As a business owner, you might be asking what risks, benefits, drawbacks there might be hiring an employee vs an independent contractor. Our analysis will help save you many headaches.
Ever wonder what it would cost to hire additional employees? Knowing this is a key part of your business planning. What does an employee cost next to the value they could provide? Is it worth it?
What is a reasonable compensation for you as the business owner? How can you pay yourself adequately while maintaining your desired business growth?
Do you need to purchase for your business? Budgeting and timing is critical when it comes to purchasing equipment along with depreciation methods and tax planning.
We will help guide you through the world of health and medical benefits from a tax and savings perspective while still providing adequate coverage for you and your employees.
Similarly to health benefits, our team will look at what type of retirement plan benefits will be most effective for you and your employees.
Starting a business partnership? There are some unique partnership considerations both on the tax and accounting side, as well as the legal side which we can help steer you in the right direction.
Cost Segregation is a tax deferral strategy that can save you money. We can perform cost segregation studies to see if it is a good fit for you.
If you are hiring employees for your business, you’ll want to ensure you are covered from a tax and legal standpoint.