Individual Services
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.