Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. Wherever possible financial plans are done on a fixed fee basis so that our clients can anticipate the overall fee for the plan.
As you develop your investment strategy, we will act as your sounding board. As your investment advisor we can help you build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. This can be included as part of our overall financial plan or done separately on an hourly basis.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. This can be included as part of your overall financial plan or done separately on an hourly basis.
Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest. Wherever possible, we charge a fixed fee for the services outlined in our engagement letter. For additional work required outside of the engagement letter arrangement, we'll discuss the additional cost before completing the work.
Buying & Selling a Business
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
Management Advisory Services
Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success. Wherever possible, we charge a fixed fee for the business advisory work we perform so that our clients will know the overall fee for the engagement. For additional work requested outside of the fixed fee agreement, we'll discuss the additional cost before completing the work.
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. Wherever possible, we charge a fixed fee for the consulting work we perform so that our clients will know the overall fee for the engagement. For additional work requested outside of the fixed fee agreement, we'll discuss the additional cost before completing the work.
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership or corporation, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Estate & Trust Tax Preparation
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Expert Witness Services
Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases. Wherever possible, we charge a fixed fee for the services outlined in our engagement letter. For additional work required outside of the the engagement letter arrangement, we'll discuss the additional cost before completing the work.
Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages. Wherever possible, we charge a fixed fee for the services outlined in our engagement letter. For additional work required outside of the the engagement letter arrangement, we'll discuss the additional cost before completing the work.
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
Financial Forecasts & Projections
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.
Reviews & Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:
*Review - some analytical procedures conducted with limited assurance
*Compilation - based upon client information provided and used primarily for internal use.
We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.
We are an Independant Financial Planning Center for Money Concepts Capital Corporation, Member FINRA/SIPC, one of the world's leading providers of financial services, giving you access to high quality and cost effective means for monitoring your investments. Our services include up-to-date information about your portfolio and providing quotes on stocks, options and mutual funds so that you can make informed decisions. We represent over Tens of Thousands of Financial Products from over 250 Companies on a completely Non-Proprietary basis. We work on either a fixed fee for a percentage of assets under management or on a transactional basis. Please visit our web site at www.moneyconcepts.com/bcaniff