Client Services

Monthly Financial Services

Monthly Income Statements include a monthly and year-to-date breakdown of sales, cost of sales, and expenses.  Percentages for both help you to compare year-to-date performance and to quickly detect any problem areas before they become a big problem.

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Personal Business Consultation

We provide you with timely accurate financial statements.  We use these financial statements to help assist you with timely financial and tax planning opportunities.

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Tax Planning/Preparation

Careful tax planning is essential in helping you avoid costly errors in tax reporting. We provide expert advice to assist you in understanding tax law changes and how they affect your business.

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Loan Assurance Applications

Today, more and more bankers are insisting that loan applications be accompanied by a concise business plan supported by all the necessary financial statements.

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Payroll Check Writing

As an additional service we’ll process your payroll through our exclusive computerized service.  Payroll can be handled weekly, bi-monthly or to suit your company schedule.

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Other Services

There comes a time in the normal existence of a business when the owner desires an accurate independent appraisal of the value of his business.

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