Our clients represent a broad range of business and industry, individuals, and nonprofit organizations. As such, they call on us for a wide variety of financial services and advice, including:
Tax Planning & Compliance For individuals, corporations, trusts and estates that are seeking effective strategies to keep more of what they’ve earned. We also prepare all types of tax returns, including gifts and estates, trusts and foundations.
Accounting, Auditing & Planning For businesses needing certified audit, review and compilation of financial statements, compliance studies and more.
Business Financial Management For assistance with financial forecasts, projections, and analyses relating to budgets, working capital needs, cash flow projections, business strategic planning and key performance indicators.
Financial and Estate Planning For individuals who want to develop a sound financial plan to retain assets in the family or transfer a business to the next generation as economically as possible.
Retirement Planning Design For individuals and companies that desire to save for retirement or provide valuable cost saving benefits to employees via qualified Pension Plans, IRA’s, 401(k)s and other plans.
QuickBooks Installations & Support For businesses and individuals who elect to utilize the QuickBooks accounting software for their bookkeeping needs. We offer bookkeeping, installations, reviews and a knowledgeable QB support staff.
Business Valuations & Planning For determining the value of closely held companies for estate planning, ownership transfers, matrimonial litigation and other purposes.
Entrepreneur Service Plan As Consultants to Vermont Entrepreneurs, our Entrepreneur Service Plan (ESP) gives business owners direct access to high-quality, targeted services as and when they need them. Our plan is designed tailored to each client, reflecting that every business has different needs.
