10 Great Expectations
Our Clients Have of Us...
  Cure Me
Get things done. Anticipate my needs.
Produce results fast because I have more needs.


Speak My Language
Talk profit improvement and competitive advantage to me.
Make your points in business-ese NOT tech-talk.


No Surprises
Plan our work together.
Measure and monitor every thing we do.


Level With Me

Tell it like it is. Don't fudge facts or perpetrate fiction.

Give Me Value
I really don't mind paying for things as long as I get great value from them.

Play On My Team
Be around. Ask questions about non-accounting things. Share my objectives.

Teach Me
Let me learn from you. Teach my people to implement your expertise.

Take Leadership
Get out in front in situations. Get your hands dirty in our operations.

Worry For Me
Think about my problems. Give me access to someone when I'm worried.

Be Creative

Give me something new - something different. Make me stand out.
We've been working with individual clients for over 40 years


performing services that include:
. Thinking through ideas*
. Tax strategies*
. Inheritance tax alternatives
. Making expenses deductible*
. Checkbook management
. Cash flow projections
. Budgeting
. Financial aid forms for college
. IRS problems*
. Paperwork to obtain financing
. QuickBooks or other software
. An accounting manual
. Monthly or quarterly profit and loss reports
. Strategies to build equity
. Assessing business progress
. Managing profit
. Fraud investigation

. Litigation support
. Real time planning*
. Tax free real estate exchange
. Profit projections
. Job cost accounting
. Profit and growth analysis
. Controllership by contract
. Making your business
attractive to a buyer
. Office and bookkeeping procedures
. Bank reconciliations
. Payroll processing
. Payroll tax reports
. Pre-tax medical cost accounts
. Pre-tax dependent care accounts
. Trustee and guardianship arrangements
. Overseas employment issues

*Talk to us about our Tax Plus expanded services bundled services tailored for you and your budget.

 

954 E. 2nd Avenue . Durango, Colorado 81301 . 970-247-0506