Advisory Services

ADVISORY

ADVISORY

ADVISORY

Think forward, not backwards.

Most small businesses use their outside accountant once a year. Tax time. You meet and discuss all the things you could have done last year. Now think of the time and effort looking back at history.

It’s a waste.

Your business is trying to grow. Your business has ongoing needs with its finances. Why wait once per year to discuss that. Decisions are made in real time. It is best to make those decision with informed advice. Meeting on a regular basis allows you the opportunity to improve your business. It can discover opportunities for growth and tax savings.

We offer communication. Deciding how your business is doing once a year will not move the needle. This communication can create projects that add value to operations.

Adding advisory service outside your tax preparation work is the benefit to you. What’s the difference between consulting and advisory work? Consulting work is when you have a problem and need it fixed after the fact. Advisory work is getting a plan in place ahead of time so problems are avoided. Working a plan has better long-term results.

Keep your tax preparer, we are looking to help you grow and succeed. Filling out forms is of low interest to us. Controlling the outcome is. We meet with clients throughout the year to control the outcome, so come tax time, the result is as planned.

Think forward, not backwards.