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Services

We are motivated by our interest in helping clients become successful. For example, we help clients realize their strategic vision or help them improve their cash flow.

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We join forces with our clients to help with strategic planning in their tax and accounting work, and hope to develop long-lasting, mutually-beneficial relationships.

Our typical client is an individual or business seeking to take control of their financial ambitions by collaborating with our company.

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Your input is critical to the development of your business planning and how we implement our expertise.

Service Offerings

  • Business advising and planning

  • Tax preparation

  • Tax projections and estimates

  • Accounting and bookkeeping

  • Cash flow analysis

  • Management reporting

  • ​​Advisory partner services

  • Financial strategy

  • Tax implications of divorce​​

  • Retirement planning

  • Wealth management

  • Succession planning

Advisory Services

Our client engagements begin with an advisory package, because we believe that helping clients starts with spending time developing strategy.

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Once we have developed a strategy, we help clients with ongoing needs, such as:

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  • Annual review of financial goals and achievements

  • Business and personal tax returns

  • Quarterly accounting

  • Personalized support

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We often present these services as a package with a monthly or annual fixed fee.

​Our Consultation Process

Free initial consultation

Our consultation helps us assess how our services can fit with the needs of your business.

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As part of this, we review your financial and business plans and consider your current pain points.

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We propose customized solutions

Customized solutions are developed for you, such as advisory and partner service packages.

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