|
In 1988 we felt small businesses experienced
| |
Insufficient
multi-disciplinary resources; |
| |
Inattention
to their real concerns; |
| |
Excessive
professional jargon; |
| |
Excessive
hourly rates. |
We
knew there would be a small business explosion
| |
Corporate
mergers and acquisitions; |
| |
Corporate
"right-sizing"; |
| |
The
maturing of the boomer generation; |
| |
New
business formation by numbers of very sophisticated people. |
We
knew that we could provide
| |
A
more effective service |
| |
A
more comfortable service |
| |
A
multi-disciplinary service |
What
services do we offer?
| |
Administrative
Systems, Procedures and Controls |
| |
Financial
Accounting, Reporting and Interpretation |
| |
Managerial
Accounting and Decision Support |
| |
Tax
Planning, Preparation and Representation |
How
can these services help you?
| |
The
following six sections are typical of the client problems
we frequently see. |
| |
The
questions in each are typical of the client requests we
frequently hear. |
| |
Growing
businesses, like yours, face growing problems. We are
honored when our ongoing relationships allow us to participate
with our clients in solving them. |
Administrative
Systems, Procedures and Controls
| |
We
are experiencing delays of two to three months in our
billing process. How can we eliminate them? |
| |
We
are six months behind in our accounting. Our cash position
is out of control, and our vendor relations are deteriorating. |
Financial
Accounting, Reporting and Interpretation
| |
My
banker participates in our long range planning process.
He has requested an update on our operations as well as
current financial statements. I need a concise presentation
for him, and advisory participation in our next meeting. |
Managerial
Accounting
| |
We
are handling more business than ever before, but are starved
for working capital. Why arent we benefiting from
our increased revenue, and what can we do about it? |
Decision
Support
| |
We
are undertaking a major new venture. We need a financial
model that will enable us to quickly determine the cash
flow requirements and tax effects of a variety of scenarios. |
Tax
Planning
| |
We
need to optimize our after-tax position for the company
and for ourselves individually, but feel like we are dealing
with a simultaneous equation. How can we ensure the achievement
of our year end goals? |
Tax
Preparation and Representation
| |
Company
growth over the years has increased the complexity of
the income tax issues we must consider, and has reduced
the time available for us to research them. Given the
magnitude of new rules and revisions to the tax code,
we would now find that task to be overwhelming. |
What
do we commit to you?
| |
Our
guiding philosophy |
| |
Our
primary relationship
|
 |
Robin
McIntire
Jim McIntire |
We
believe that in assisting our clients to
| |
analyze
the present, anticipate the future, and chart the path
between, |
| |
we
can help them to achieve their strategic objectives and
enjoy the rewards of growth together. |
Our
primary relationship
| |
We
enjoy the one-on-one relationship of being advisor, resource,
and sounding-board for our clients. |
| |
We
would welcome the opportunity to discuss how we might
help you further the growth of your business. |
We
would like to become part of your team. |