A key component of our services is functioning as an advisor for clients- especially when it comes to adding value to the decision-making process of a business or organization. While advisory covers a wide range of services, here is a partial list of items we can address:
- Business plans
- Startup assistance
- Financing alternatives & loan applications
- Financial forecasts
- Cash flow projections
- Budget preparation
- Management reporting
- Business process improvement
- Buying & selling a business
- Succession planning & exit strategy
- Accounting software selection & implementation (see Software Support)
- Financial & retirement planning (see Taxation)
- Estate planning (see Taxation)
- And more!
It all starts with a conversation- contact us to discuss your needs and we can determine the best way to reach your objectives.
Get In Touch:
"Daniel helped me with both personal and small business tax returns for the last couple of years. He is professional and methodical in his communication to the client and his work. What I most liked about him, is that he is not only using the latest technologies for his work (email, online drives), but also understands the various income streams that one might have."
"Daniel has been extremely helpful for me in setting up my own business. His guidance has been exceptional and he is always very fast to get back to me. Daniel comes very prepared for meetings and calls and he makes a huge effort to understand my situation and he explains everything in a clear and understandable way."
"Daniel understood my concerns, gave me feedback, explained the steps I have to follow. Daniel is an excellent listener and very prompt with the email correspondence. Needless to say that my taxes were handled in the best possible manner and I couldn't have been happier with his work."
“Daniel has provided us with excellent advice from day one of launching our business. He takes the time to understand our objectives and provides constructive feedback for current and future consideration. I would highly recommend him to others requiring sound, professional advice.”
"Usually, when you search for accounting services you want someone who is technically very competent, up-to-date, fast, professional organized and responsive. My experience with Daniel has included all of the above and more. In addition to the above competencies, he displays strong interpersonal skills, including a listening to understand and empathy. "
“We switched to Daniel last year after a terrible experience with a different accountant. Daniel has been wonderful to work with - very responsive, answers our many questions with patience and expertise, and gets everything done on time. I would recommend Daniel, without hesitation, to anyone that is looking for a knowledgeable and dependable accountant.”
"Daniel has been absolutely incredible taking care of my tax needs every step of the way. His care and attention to detail are unlike anything I’ve experienced before. I can not say enough good things about my experience working with him. He truly went above and beyond what I ever expected. Highly recommend!"
“Daniel is absolutely willing to go above and beyond for you. He's detail oriented, thorough, compassionate and genuine with the services he offers. I literally could not imagine a more positive experience than I've had with Daniel as my accountant. I assure you, you won't be disappointed.”
"Daniel was able to quickly sort through the tangle of documents from various sources and pinpointed the source of the problem within minutes. With his keen eye for all of the fine details in this complicated scenario, he reached out to all of the parties involved, and settled the manner of our missing rebate, quickly and in an amicable fashion."