Broker Check

Small Business Consulting

Let us help your business thrive. Through our consulting process, we can help identify opportunities for profitability and growth; we help develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

QuickBooks Support Services

We offer support and training designed for your business needs. We provide one-on-one advice and training to help you manage and grow your business.

Business Entity Selection

Choosing the form of entity of your business (S corporation, sole proprietor, and limited liability) is a crucial decision that can have longstanding tax implications, positive or negative. We will assist you in evaluating the pros and cons for each to help you determine the most advantageous form of business for your company.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure continued success once you decide to remove yourself from the company´s day to day operation. With solid background in tax and other financial matters, we are qualified to address the complex issues of business continuation and will assist you in developing a strategically sound plan.

Cash Flow and Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow. We can forecast and evaluate your company´s financial condition, estimate financial requirements, and track cash-flow sources and uses.

Financial Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. Our experienced staff can assist you in achieving your company´s financial goals.

Sales Tax Services

If you are responsible for collecting and submitting sales tax we can assist you in the compilation of information and preparation of sales tax returns in an efficient and timely manner.