Financial Foundation
Some call it record keeping, others refer to it as bookkeeping.  The fact is, the foundation for effective planning, decision making and for saving money is an orderly and up-to-date accounting system.  Further, organized and documented support for income and deductions is the first defense in an IRS audit and for protecting your personal assets.

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Required Reporting
There are several financial reports that service businesses are required to prepare for various parties. Examples are income tax returns, employment tax returns or debt covenant schedules. Further, your business may be required by a financial institution, regulatory agency or other interested party to have financial statements issued by a Certified Public Accountant.

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Management Accounting and Advice
The definition of success is different for everyone, but business research has proven that companies of any size that understand and utilize their financial information are more likely to prosper.  To do this, efforts must be on-going, consistent and focused.  Let me help you attain your definition of success by playing on your team.

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Financial Integration -

Your Business and You
It is imperative to maintain separate accounting for your business transactions.  However, if you desire optimal results from financial or tax planning, your business and personal transactions should be analyzed jointly.  This is especially true if your business is taxed as a flow through entity (e.g., partnership, S corporation or disregarded entity, like many sole-owner LLC’s are taxed).

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