Family businesses carry with them their own complicated dynamics. Along with managing day-to-day tasks, such as attracting and retaining clients, addressing competition, product or service development, government reporting, and managing cash flow and revenue goals, family businesses must work at keeping harmony among all stakeholders – relatives, non-related staff members, and investors.
Our accounting, tax, and advisory professionals understand the added pressure placed on family-owned businesses and can help you make confident decisions – whether you need help with tax planning and compliance, growing revenue, outsourced accounting, business valuation, succession planning, or other business matters.
Our Family Business Services Include:
Accounting, Auditing & Tax Services
- Financial statement compilations, reviews, and audits
- Federal, state, and local tax return planning and preparation
- Multi-state nexus issues
- Sales and use tax
- Employee benefit plan audits
- Outsourced bookkeeping and accounting
Advisory Services
- Succession planning
- Buy-sell agreement consulting
- Business valuations
- Accounting system development, implementation, and training
- QuickBooks consulting
- Budget preparation and cash flow projections
- Management consultation
- Choice of entity consultation
- Internal control systems and policies development
- Purchase vs. lease analyses
- Estate and trust services
- Litigation support
- Forensic accounting
