An overview of our services
Our advisory services include a variety of services designed to help you streamline accounting processes, improve profitability, and enhance overall decision-making. These services are centered around providing you with proactive, forward-looking guidance and advice. This differs from traditional compliance work in that tax returns and related activities report on what happened in the past.
Financial Accounting Advisory
✓ Examining overall profitability
✓ Investing and wealth management
✓ Cash flow planning and forecasting
✓ Budgeting
✓ Company fringe benefits
✓ Income shifting and education saving strategies
✓ Business entity structure planning
✓ Rental property operations
✓ Selling a business
Business Advisory Services
✓ Tax planning and strategy
✓ Benchmarking and analysis
✓ Counseling on tax related legislation
✓ Setting and achieving business goals
✓ Understanding Key Performance Indicators (KPI’s)
✓ Strategic planning
✓ Business best practices
✓ Independent contractor/employee analysis
✓ Examining overall profitability
Curious to learn more?
Inquire about our services HERE.
“We could not be more grateful for Brandt and his team. They are thoughtful, diligent and incredibly professional practitioners who we’d highly recommend to anyone needing assistance with tax strategy…regardless of the complexity of your return.”
— Colby M.