Year end financial statements are not used to just prepare tax returns, but are used to run a successful business.  As a small business owner you should know that managing your finances is one of the keys to a successful business. Your financial statements tell you if you are making a profit, if you can afford to purchase new assets or hire additional employees or if a change in advertising expense will change your profit.  if you do not know how to read your financial statements, or have never created organized financial statements for your business, we can work with you.

  • We will teach you what financial statements are neded for the small business owner and how to create them.
  • We will teach you how to read these statements, how to review your business financially, and how to use this information in making the right decisions for your business.
  • We believe the more you know about your business the greater chance for success.

We can help you choose the right type of organization to use in operating your business.

The choice of

  • Sole Proprietorship
  • Partnership
  • Limited Liability Company (LLC)
  • Corporation 

determines how your business will be taxed and will shape the future planning needs of the business.

We work with a team of financial advisors who recommend planning strategies to ensure you have a comfortable, secure retirement when you are ready to close or sell your business.  When you determine the time is right we can help you determine a value for your business and assist in the sales negotiations.

We will help protect your business investments