Business Accounting and Consulting
Businesses today need smart strategies to control costs, to grow, and ultimately, to remain profitable. Family-owned businesses, in particular, face challenges that impact personal lifestyles and often involve sensitive issues of succession. Jim works with business owners and their management teams to examine their financial health at every level. He takes a hands-on approach to ongoing financial planning to assist his clients to remain profitable and increase their personal wealth.
Jim offers to the small business owner and the individual clients the traditional tax preparation and planning services designed to maximize wealth and minimize tax obligations. His personalized, tailored outlook caters to clients’ needs, now and in the future. This is done by meeting with and getting to know the client.
Value- Added Approach
Committed to offering a client experience that far exceeds his clients’ expectation, Jim combines his know-how in business and industry with the technology savvy to ensure efficiencies in service and billing. His sound advice and big-picture perspective guide his clients though complex business transactions from buying and selling to day-to-day record-keeping to sound financial planning.