Strategic Planning:

• Strategic plan development and preparation
• Financial statement projections
• Budgeting

We are uniquely qualified to provide this service to small businesses. Our firm focuses our strategic planning toward existing businesses that need to evaluate their current operations and plan for new product lines and expansion opportunities.

Small Business Start-up Planning:

• Business plan development and writing
• Financial statement preparations and projections
• Loan acquisition

One of the most difficult things for a new or expanding business to do is prepare a business plan and financial projections adequate to achieve the necessary financing to make their ideas and plans a reality.

We have extensive experience with the development of business plans and financial projections that meet all of your banker's requirements. We will work with you to develop a realistic business plan that covers your vision, competitive analysis, marketing plan, operations plan, risk assessment and financial projections.

We will work with you and your staff to assemble all of the necessary information, put it into a succinct readable format and go with you to your bank and present the plan. We stay with you until the loan is approved.

Small Business Turn Around Planning:

• Financial analysis of historical operations
• Identifying opportunities for improvement
• Assigning a value to each of the business achievement opportunities
• Ongoing assistance with initiative implementation

Sometimes it is very difficult or just impossible for a business to thoroughly analyze what has happened to a successful business. Our experience shows that a business's best chance for a successful turnaround is understanding how it got to where it is today and having a organized and realistic plan to set the business back on sound financial footing.

We have extensive experience in critical analysis of business operations and a track record of successes.

Accounting Services:

• Financial statement preparation
• Monthly and quarterly federal and state tax returns
• Unemployment insurance returns
• Quickbooks® installation and training
• Chart of Account set up
• Financial statement analysis and interpretation
• Year end Tax return preparation
• Annual budgeting

Our firm prides itself in putting the power of real-time financial analysis back in the hands of the business owner. We offer training and installation of Quickbooks®, financial accounting software for small business, and the necessary training to use this powerful software tool. We visit the business every month or quarter and review the work that has been done and make necessary corrections if necessary.

At the time of our visit, we sit with the business owner or manager and review what has transpired since our last visit and make recommendations and suggestions to improve the financial operations. We can assist the business owner in the preparation of the annual budget.

We will also visit the business and prepare the monthly, quarterly and annual tax and unemployment returns including the annual tax return.