Problems

A national survey of more than 1,000 small companies showed that these problems worry independent business owners.

Finding competent help
74%
Federal tax forms + laws
71%
Motivating employees
69%
State / local tax forms + laws
68%
On-time delivery of supplies
58%
Worker’s compensation
57%
Competition from large firms
57%
Slow payments from others
55%
Federal health + safety laws
51%
Long-term interest rates
50%
Shoplifting and theft
45%
Money losses
43%
Short-term interest rate
43%

Services

Having over 25 years of experience of accounting and tax experience, you can count on our team to help your business thrive.

Tax Planning

  • Income deferral techniques
  • Qualified plan design + review
  • Incorporation benefit review
  • Change in accounting methods
  • Business structure alternatives
  • Tax return preparation
  • Review + amend prior returns
  • Representation before tax authorities

Human Resources

  • Management development programs
  • Personnel manual development
  • Pension + profit sharing plans
  • Employee training programs
  • Deferred compensation plans
  • Incentive plans
  • Personnel needs + search
  • Employee motivation systems
  • Employee evaluation + compensation
  • Compensation + benefit analysis

Specialized Services

  • Personal financial planning
  • Going public strategies
  • Organizational structure analysis
  • Work simplification techniques
  • Procedure manuals
  • Computerization (mini, personal and main frame)
  • Hardware + software selection
  • Computer system design + analysis

Business Planning

  • Coordinate personal + business needs
  • Develop strategic plans
  • Marketing plan design
  • Mergers, acquisitions + divestitures
  • New venture analysis
  • Marketing + promotion cost benefit analysis
  • Business plan development
  • Target marketing + demographics

Management and Admin.

  • Credit + collection systems and procedures
  • Return on asset analysis
  • Inventory control + systems
  • Supply ordering + control
  • Risk + insurance analysis
  • Evaluate system of internal controls

Financial Services

  • Cash flow + profit analysis
  • Accounting + information systems
  • Cash management + short term investments
  • Cost systems design + review
  • Operating + capital budgets
  • Accounting + payroll services
  • Lease vs. buy decisions
  • Debt + credit management
  • Sources of capital + financing alternatives
  • Special purpose reports