As your trusted business advisor, we want to hear from our clients on how we can help to grow your business. We would like to start this dialogue by letting you know the services we have to offer.
1) We provide real-time accounting services using cloud based applications – The benefits include: better cash flow management, faster identification of any tax liabilities, ability to see if you’re making a profit or a loss and make your accounting functions more efficient.
2) We associate ourselves with other local professionals – We have a large network of professionals that can help you with insurance needs, legal advice, succession planning, wills & trust along with investment/retirement planning just to name a few.
3) We are up to date with all tax and accounting guidelines – As a CPA and an Enrolled Agent, we are current with all regulations with regards to accounting and taxation. This enables us to provide the best advice and produce accurate results that you need when compiling your financial information.
4) We offer affordable prices – Our prices for all of our services put money back into your pocket. An example of this is for those of our clients who switched from having their payrolls processed through ADP or Paychex and now have our firm provide full payroll services instead at competitive pricing. The savings for our clients range from $500 per year and up.
5) We provide information and access to documents in our new secure website – If you wish to get 24×7 365 day access to your documents, contact Holly to activate. If you need financial assistance,please review our financial calculators – however, before you make any final decisions about your finances please contact to us first.
Do not hesitate to contact us to keep the conversation going.