Wealth
Integrity
Success
Empowerment
Helping clients achieve their goals through improved financial decision making.
MISSION
Improving the quality of your accounting process, building reliable financial statements, and developing systems to maximize your time.
Accounting Process, Cash Flow Planning, Budgeting, Capital Expenditures or Real Estate acquisition, Mergers and Acquisitions, Loan Sourcing and Financial Analysis for small and mid size business owners.
SKILLS
QuickBooks Online & QuickBooks Pro Certified
Financial Statement Preparation & Analysis
Debt Service Coverage Analysis
13-week cash flow
Fixed Asset Purchasing
Bank Process, Debt Structuring
Capital Sourcing
Budgeting
Loan Workout & Bank Negotiating
Accounting and Bookkeeping Workflow
Preparation for Tax Returns
Payroll Accounting
INDUSTRIES SERVED
Service Companies
Contractors
Manufacturing
Distribution
Wholesaler / Distributors
Insurance
Restaurants
Food Service Companies
Family Entertainment Companies / Recreational
Commercial Real Estate
Consumer Mortgages