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Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Business Consulting
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
Most small businesses need more focus on the things that affect cash flow. Lean inventory, efficient workflows, timely receivables collections and well managed purchasing and payables processes. Measuring these things is key to successful cash generation.
We also provide banking assistance; working with your bankers to help you get the proper financing and communicate on your behalf with bankers.
John Trevathan uses years of experience and the latest in financial analysis tools to identify those areas your business performs better than industry norms and those areas that need work.
Don't miss this opportunity to improve your business.
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Tax Services
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
- Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
- Taxing authority representation
- Tax effects of buying/selling a business
- On-line filing to speed up that refund!
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Accounting Software Selection & Implementation
Our team has experience in implementing small and large business systems, from the general ledger to the shop floor. Keys to a successful implementation always includes having a clear picture of the information flows vs. the production cycle and a very good implementation team of open-minded, hands-on employees.
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Outsourced Controller/CFO Services
While many growing companies have a full time bookkeeper on staff, many business owners find that they do not have the resources available to employ a full-time Controller/CFO. We will provide your company the experience and tools to make educated decisions at a lower cost than hiring a full-time Controller or CFO. This experience can help create ongoing efficiencies, processes, controls, and professional reporting. Our Outsourced Controller/CFO services include, but are not limited to:
- Review of all significant transactions to ensure compliance with GAAP
- Oversee and review monthly, quarterly, and/or year-end close process
- Timely and accurate financial reports for internal and external use
- Establish and/or maintain financial policies
- Manage receivables and payables
- Improve collections
- Manage the company’s cash flow
- Improve staff utilization
- Referrals to qualified professionals in other fields
- Banking relationships
- Budgeting and forecasting
- Human resources consulting
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