Looking to move forward with your business? Our services go beyond Accounting and Taxes!


Business Start-Up

Ican help you get your new business of the ground through a number of business start-up services:

  • Incorporation
  • Structures and processes
  • Licenses and filings
  • Business planning
  • Coaching

Buy or Sell a Business

Whether you are buying or selling a business, I can help you navigate the complexities of the process and take advantage of opportunities to save taxes and maximize the value to receive.
I can help you:

  • Structure the purchase or sale to minimize taxes and reduce risk,
  • Evaluate the financial health of the business you are purchasing,
  • Determine an appropriate price,
  • Complete due diligence, and
  • Obtain financing to fund the purchase.

Business Valuations

Business valuation is an essential part of buying or selling a business. It’s important to have a professional evaluate the business and assess the risks. Business valuations may also be required for tax planning, corporate reorganizations, or to facilitate financing arrangements.


Financial Statements

Professionally compiled financial statements make it easy for you and others to understand your business and are an important part of your business. Financial statements are used:

  • To prepare corporate income tax returns
  • Evaluate performance
  • Make year over year comparisons
  • To disclose information to your bank or creditors
  • In tax audits

Other Services

  • Cash flow analysis
  • Budgets
  • Forecasts and projections
  • Business planning
  • Succession planning
  • Mergers and acquisitions