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Management
Accounting and Advice
Once
your financial foundation and
required reporting systems are in
place and operating successfully,
you may want to use the
information more extensively for
planning and growth.
As a
trained and experienced business
professional, not only can I help
you with the financial details of
your business, I can identify
potential opportunities or spot
potential problems and offer
solutions.
Let me help by providing
services like:
 Internal-use financial statements
For many businesses, a well-organized and effective
accounting system, coupled with
compiled financial statements
for management’s internal
use is the comprehensive tool kit
needed to
answer financial questions and help make business
decisions.
Tax planning & consulting
There are ways to organize your financial affairs to lower
your current and future tax
liabilities. This firm continuously
monitors the tax
law and considers how changes may impact
its clients.
If analyzed before a transaction occurs,
opportunities may exist to integrate the transaction with
your
unique
circumstances to benefit from a tax efficient
structure.
Selecting the appropriate entity
form and how it will be taxed.
Preparation of forecasted or
projected financial statements.
Preparation of an operating budget.
Budget to actual analysis and
summary.
Cash-flow analysis.
Assisting in establishing banking
relationships and securing
financing.
Designing compensation arrangements.
Accounts receivable management.
Business surveys.
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