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Accounting System Design, Setup & Support: Accounting systems are widely different depending on the requirements and needs of an individual business. Some systems are very user friendly with small learning curves while others are more complicated, built for large companies, and require extensive training to gain proficiency in. Part of the dynamic nature of business is the evolution of technology. We are familiar with a wide range of programs and electonic accounting services. So whether you are more comfortable with pencil and paper, or do everything on the computer, we can streamline and accommodate your style. Additionally, if you are interested in updating to take advantage of new technology, we can assist you in the task of choosing and learning to operate a new accounting system.


Entity Selections and Restructuring: Inc, LLC, LLP, LTD, PC...companies come in all flavors, and in among the alphabet soup you might not know what structure is right for you. We can help you decide what sort of entity your business needs to be and then help you file all the appropriate forms.


Cash Flow & Budget Analysis: A wise business owner once said, "Happiness is a positive cash flow." As a business owner, I'm sure you agree. Everything is better when your cash-in exceeds your cash-out. A cash crisis can be emotionally devastating and it can even kill your business. If you've ever had to beg, borrow and steal to cover tomorrows payroll you know what I mean.

Our cash management service allows you to...

  • know when, where, and how your cash needs will occur.
  • know what the best sources are for meeting your additional cash needs.
  • be prepared to meet these needs when they occur, by keeping good relationships with bankers and other creditors.

The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you. We can help you develop both short-term (weekly, monthly) cash flow projections to help you manage daily cash, and long-term (annual, 3-5 year) cash flow projections to help you develop the necessary capital strategy to meet your business needs. We also prepare historical cash flow statements to help you gain an understanding about where all the money went.


Financial Projections & Forecasts: How much is your business going to grow next year? Do you need to hire more people? If you do, can you afford to? Every business owner needs to be able to answer certain questions about their company's future and can do so confidently with solid financial forecasts. Let's grow together.


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