Educational Workshops – Our educational workshops cover a variety of accounting-related topics and offer a way for our clients tosharpen their skill set. Sit back and enjoy a nice lunch while we lead an hour long discussion on subjects like: pricing your products, getting more out of QuickBooks, tax law update, using cash flow projections, where to find free resources, and more.
Business Turnaround – A failing business can be an emotional rollercoaster. Working with a qualified CPA can help bring clarity to daunting problems. Tough decisions like scaling back operations and ways to free up cash flow are imperative things to consider. We can help you to identify and prioritize an action plan to get your business back on track.
Award Applications – Our clients win a lot of business excellence awards partially due to our efforts in getting them nominated as well as aiding in presenting financials that are attractive.
Incorporation Planning – Setting up an entity is not difficult but selecting the wrong entity or making a mistake can be extremely costly. When deciding on the corporate structure, a business owner should consider the tax impact, financing and profit distributions, legal protection, eventual exit, and costs. There’s a lot to consider and a trusted advisor should ask many questions to determine which entity is right for you.
Financing – We help clients with their financing needs in a variety of ways. On the low end, our services can be something as simple as a referral to the right bank that’s likely to provide a better deal. On the high end, it can be the preparation of a full blown loan package. A loan package will present your company’s story in the best light. Using our firm can help to identify problems before you get a rejection from a bank. By improving the appearance of your company through a professional loan package, you can negotiate a better deal that may include lower financing costs or longer repayment terms.
