We recognize that your business can have business issues but may not have the time or resources to address them. We are here to improve your business performance and offer a broad range of consulting services. We analyze existing business problems and help you develop plans for improvement. Our objective and professional advice allows you to make decisions based on timely, relevant and critical data. We focus on business valuation, succession planning, mergers and acquisitions, compensation planning, accounting software and selection, and bookkeeping services.
Determining the value of your interest in your closely held business can be important for both tax and business reasons. But determining value is not always easy because there is rarely an established market for closely held business interests. That’s why an objective, professionally prepared business valuation is essential. Our business valuation consultants use a comprehensive approach to valuing business interests. We perform an in-depth analysis using relevant market data and apply state-of-the-art valuation techniques to ensure accurate and defensible business valuation reports.
The legal form of your business entity has a large impact on your taxes and other liabilities. As your company evolves through its growth and development, we can advise you on choosing an entity type and later restructuring if necessary.
The key to a successful merger or acquisition is having a plan that will:
We can help with every aspect of your business a merger or acquisition may affect:
Our team is dedicated to providing service that is tailored to your company. For us to be successful, you must be successful, and we strive to make that happen. Our commitment is to help you achieve success by sharing our experience and knowledge with you. As your company’s industry changes, we can help you make decisions that ensure that every step you take is the right one for your business.
Our professionals have been involved with hundreds of business transactions, providing sellers with the highest after-tax proceeds, and buyers with the best purchase price allocations for future tax write-offs. No matter which side of the transaction you’re on, we provide consulting solutions that bring about a mutually beneficial agreement.
Where do you see your company once you have decided to retire or pursue other avenues? Most business owners don’t have a formal succession plan in place, nor do they fully understand all of their options. We offer comprehensive planning services that give you a formal succession plan and the resources to implement it successfully. We’ll provide you with a customized plan that is tailored specifically to your needs that includes information about all of the available options and strategies, help in choosing your optimal succession plan, and assistance in implementing the plan. Let us help you focus on your future and beyond.
We conduct compensation planning and provide strategic recommendations that assist you in reaching your compensation objectives. Our team of professionals can design innovative pay salary administration programs that help link pay and performance, and can help you plan payment of compensation to take advantage of proper timing. We work with you in the design of annual performance incentive programs and profit sharing arrangements for management and non-management staff. Through innovative thinking and technical excellence, we emphasize and provide the highest quality of client service through hands-on involvement in all projects.
Choosing and administering benefit plans for your employees is often a complex process. Our firm provides expert guidance in the development, implementation, and administration of benefit, retirement, and profit-sharing plans that are both attractive to employees and aligned with the financial goals of your business. We can also help maximize possible tax advantages resulting from the implementation of such plans. Contact us for more information about our specialized experience in employee benefit, pension, and profit sharing programs.
Selecting or upgrading your organization’s accounting software system is a crucial and costly decision. It can be time consuming to determine what to automate and how best to do it. That’s why it’s critical to have an experienced and knowledgeable team devoted to selecting new accounting software systems.
We help many companies like yours successfully select new accounting software systems. Working together, we discover how your business currently performs its processes, identify business process enhancements and determine how technology can be used to improve your operations. And just as important, we make sure the technology fits your business, instead of making the business fit your technology.
As experienced professionals, we can handle your daily, weekly and monthly accounting and bookkeeping needs as well as special accounting and bookkeeping projects. We specialize in providing the accounting services that your office does not have the time or expertise to handle, such as payroll processing, accounts payable and accounts receivable management, and financial statement preparation and analysis. We can also assist you with budgeting, inventory control and other special accounting projects such as fixed asset management or cash forecasting. Whether you need assistance with paying bills, making deposits, doing bank reconciliations or recording check register transactions, we can help.
Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
2019 income tax filing deadline extended
The US Treasury Secretary announced March 20, 2020 the deadline to file 2019 individual income tax returns has been extended to July 15, 2020. In a previously released statement, Oregon Department of Revenue indicated they would conform the state filing deadline with any changes made at the federal level. We will...
The Federal government retroactively extended many tax breaks that may affect your 2019 and 2018 tax returns. Extended tax breaks that impact personal income tax returns include:
It has come to our attention that at least one client has received an email appearing to be from “Steve Greer” that asks the recipient to click a link to retrieve documents. This email is a hoax and should be deleted immediately – DO NOT click on the link provided.
If you receive an email that appears suspicious, the first step you should follow...