Frequently Asked Questions

The first step is making the phone call for a consultation.  At that time,  we can discuss the list of items you or your management team would like to address.  I will draw up a plan of attack and present it to you with a schedule that includes the cost, timeline, and your management's and staff's involvement.  

Some managers want their unofficial procedures formalized for hiring purposes and business continuity.  Others fear they need a complete overhaul of their processes.  I have an inclusive technique to improve the confidence in your team so they are more-comfortable with inevitable changes.  A high-performing team can bring you over the top.

Any time your financial position changes, or a financial event occurs, you should consider how it will affect your taxes.  For life events such as marriage (or divorce), a new child (or a child leaving for college), growth in your business (or the loss of a job), your best strategy is to plan for them immediately.  I can help you address these events in the current year so the result once the filing deadline comes around is much more favorable.