services

Design & Creative Services

 

  • - Tax return preparation
  • - Plans for ownership transition and approaches to ownership agreements
  • - Tax planning to minimize federal, state and local taxes
  • - Non-qualified deferred compensation plans
  • - Budgeting and cash flow management
  • - Management incentive plans
  • - Qualified retirement plan review and implementation, including defined benefit and defined contribution plans
  • - Review of employee benefit plans
  • - Guidance in selecting an entity choice to minimize taxes
  • - Review of buy/sell agreements and development of a valuation approach related to the buy/sell transaction
  • - Consultation regarding the selling, merging, or acquiring of businesses
  • - Insights into business financing options and banking relationships
  • - Recommendations for new accounting software or the review of existing accounting software to determined whether it’s optimized for your management’s reporting needs
  • - Interviews or recommendations of prospective employees in areas of accounting or finance
  • - Review of financial performance ratios to monitor profitability and efficiency in light of industry standards and advice on how to improve deficient areas