Accounting & Advisory Services
Do you know how your business is performing today?
Do you have a reliable cash forecast? Do you know your fixed costs and breakeven point? How much cash do you need to cover upcoming expenses—and are you holding excess cash that could be invested back into the business or earning interest?
We start with the foundation: accurate, efficient bookkeeping, with processes designed to be as streamlined as possible.
From there, we tailor financial reporting to your business, giving you meaningful insight into performance, cash flow, profitability, and what lies ahead.
The goal isn't simply to tell you what happened last month. It's to give you the financial information you need to make better decisions while there's still time to affect the outcome.
Tax Preparation and Planning
Business decisions have tax consequences. Tax law is nuanced, and there’s no shortage of misinformation out there. If a tax strategy sounds too good to be true, it probably is. Don’t get your tax advice from TikTok—or your brother-in-law.
We help our clients understand the tax implications of business decisions before they make them—whether that means hiring employees, purchasing equipment, establishing a retirement plan, choosing an entity structure, investing in real estate, or planning for a major transaction.
Our approach considers the business and the business owner together, helping you understand both the business and personal tax impact before making important financial decisions.
The goal isn’t just to prepare your tax return. It’s to help you make better-informed decisions throughout the year.
Business Valuations
We're excited to offer business valuation services! As both a CPA and Certified Valuation Analyst (CVA), Amy combines extensive accounting experience with specialized valuation expertise to provide credible, objective business valuations.
Business valuations are commonly used for estate and gift tax planning, probate, exit planning, buy-sell agreements, and financing. Amy's strong accounting background ensures valuations are built on reliable financial information and sound financial analysis.
If you're wondering what your business may be worth, we also offer a business value estimate using advanced valuation software. It's an affordable way to start the conversation and determine whether a comprehensive valuation is right for you.