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"Throughout the year, they are always available to answer questions we may have."
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Our business clients are generally privately held, owner-managed organizations. They frequently require personal and corporate tax advice, accounting and general business advice, systems and managerial reporting improvements and additional capital.
More specifically, they are interested in services which improve profit, minimize and defer tax, identify financing alternatives and resolve such periodic business concerns as employee benefits, marketing strategies, plant location, estate planning and other specialized matters.
Business Advisory
We can take businesses forward to realize their potential. This can include any of the following:
Financial Information and Management
- Timely preparation of balance sheet, profit and loss, sales analysis, aged receivables etc.
- Cash flow management and internal control addressing billings, receivables and payables.
- Financial statement and report preparation.
Financial Analysis and Budgeting
- Bottom line emphasis.
- Cash projections.
- Operating forecasts.
- Establishment of key indicators.
Business Management
- Personnel management, evaluation and compensation.
- Marketing for growth and profit.
- Business, property, life and disability insurance review.
Business Planning
- Preparation of comprehensive business plans.
- Preparation of feasibility studies.
- Negotiating purchases of sales.
Business Organization
- Preparation of business and marketing plans.
- Assisting with staff recruitment and training.
- Financial statement and report preparation.
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