Our Experience Leads to Your Long-Term Success
Business Sustainability
At Davis & Hodgdon Advisory Group we are dedicated to helping our business clients achieve economic sustainability and longevity.
We believe that when businesses experience long-term success the result is a vibrant local economy with engaged citizens – all of which ultimately benefit our entire community.
Our expertise and broad range of services equate to the enduring stability and profitability of your business!
Tax Planning & Compliance
Tax planning done correctly for your business has a direct impact on your personal taxes.
By ensuring proper planning, Davis & Hodgdon is able to identify potential tax credits or deductions as we always look for ways to decrease your tax liability and help you retain more of what you earn.
Business Accounting Services
Meaningful, well-organized financial records ensure that your business will have the tools it needs to make informed decisions for a broader view of where your business is – and where it’s going.
Let us handle your bookkeeping and eliminate your busy work. We provide:
- Confidential, cost-effective bookkeeping support for a fixed monthly fee
- On-demand, real-time access to your financial data 24/7
- Freedom from hiring and training costly full-time bookkeeping staff
- The opportunity to free up time for your existing staff
- Accurate reliable records with real-time operating results to help you run your business more efficiently which can also translate to efficient tax planning and savings
- A solution to the problem of maintaining privacy of information amongst your staff
Wealth Management
Business owners and those who are self-employed have unique planning considerations.
Copper Leaf Financial, Davis & Hodgdon’s affiliated and separately registered financial planning firm, can help you develop personalized strategies and a comprehensive financial plan – One that acts as a roadmap to reach your personal and business goals.
There are benefits to having all of your financial needs met under one roof
Do something wise today
Schedule a time for a free consultation.
*Copper Leaf Financial is an affiliated and separately registered entity.