Scaling is always a concern for growing companies. Work with us throughout the year to ensure that you are meeting your company objectives. Use our industry benchmarks to determine how your company is doing in comparison to others. Not meeting your targets? We can help you determine if you have the financial plan in place to make a pivot.

Our experienced professionals can help prepare you to establish a relationship with your bank that can provide capital when needed at a reasonable rate. Let’s plan when you will need financing in advance, at a time when you may qualify for a low rate. Waiting until the last minute to get financing may cause a higher cost of capital.

Does your tax preparer advise you to pay large amounts of tax out of next year’s yearnings to pay for last year’s taxes? This is a bad habit and causes a loss of control on cashflow. We work with our clients during the tax year, so that strategies can be used before year-end to lower your taxes. Waiting until tax season limits greatly the availability to use tax-cutting strategies. Examples of some tax reducing strategies are utilizing asset purchases, pensions plans, employee bonuses, and timing of income and expenses.