Financial Management

Our firm covers a full range of financial consulting. Are you starting your business? Are you managing an existing business? Are you thinking about retirement?

Our staff will help you on each phase of your life. We don’t just look at your current needs, but we also help you make plans to ensure that your future goals are reached.

If we can’t help you, we will help you find someone who can.

DAY-TO-DAY BUSINESS MANAGEMENT

One of the hardest things to accomplish when either running a small sole-proprietorship or a corporation is managing the cash flow. Juggling too many duties can really weigh a business down, sometimes to a point when your cash flow is in jeopardy. Collecting receivables in a timely fashion is essential to managing cash flow. Maybe your credit is impacted because your vendors are not being paid correctly and in a timely fashion. All these areas can be outsourced, creating a better cash flow and reducing personnel cost. With our accounts receivable and payable services, we can better manage your cash flow — ensuring that monies are available to meet all of your business needs.

PURCHASING ASSETS

• Lease or purchase? 
• 15-year or 30-year mortgages?
• Variable rate or fixed?
  Depreciation or straight expense?

Capital gains or exempt?
These are just a few questions that you might have when thinking about purchasing an asset. Whether it is an investment property or your new home, new vehicle or equipment needed for business use, we can help you better understand the impact on your taxes.