PARTNER WITH A TOP LEVEL CPA FIRM FOR THE MOST COMPLETE SERVICE
When seeking a company to provide bookkeeping services in the greater Bangor area it is important to look beyond the accounting. By partnering with us, you will receive top level bookkeeping services as well as business consulting, tax planning, and wealth management solutions. While it is essential for a business to have up-to-date and accurate financial statements, it is also extremely important to have a relationship with a CPA firm who can help translate what the numbers are saying about your operations. Give us a call, we’d love to hear from you!
MAKE SURE YOU HAVE UP-TO-DATE AND ACCURATE FINANCIAL STATEMENTS
Quick tip: To make the most of planning opportunities it's essential to have up-to-date and accurate financial statements. Using this data, have a semi-annual meeting with your CPA to discuss the results and what can be done to better shape the future!
WE CAN HELP YOU ADDRESS THE ISSUES THAT KEEP YOU UP AT NIGHT
Where will your business be in five years? Would strategic budget cuts in some areas improve your company’s health? Are there ways you can boost revenue? If you’re nearing retirement, is there a buyer or successor in the wings? These are the kinds of questions that keep many business owners up at night.Fortunately, as your CPA, we can probably help you sleep a little easier.
Our firm is made up of highly qualified and educated professionals who work with clients like you all year long, serving as trusted business advisers. Weact as coaches, guides and trainers for our business clients, helping them chart the best route to success. So be sure to turn to us with all your business questions or concerns.
LET US HELP YOU LEVERAGE WHAT YOU CAN LEARN FROM YOUR TAX RETURN
What does your tax return say about your financial situation? The fact is, the paperwork you file each year offers excellent information about how you are managing your money—and about areas where it might be wise to make changes in your financial habits. If you have questions about your financial situation, remember that we can help. Our firm is made up of highly qualified and educated professionals who work with clients like you all year long, serving as trusted business advisors.
So whether you are concerned about budgeting; saving for college, retirement or another goal; understanding your investments; cutting your tax bite; starting a business; or managing your debt, you can turn to us for objective answers to all your tax and financial questions.
IS YOUR WILL UP TO DATE?
When was the last time you reviewed your will? People generally make wills to guarantee the proper disposition of their money and property, which is why it’s a good idea to consult your CPA when it’s time to create or update your will.
We recommend that you revisit your will every time you experience a major life event, such as marriage, the birth of a child, retirement or other significant milestones. Even if there is no meaningful change in your life, it’s smart to review the document every couple of years to ensure it still addresses all your estate concerns and reflects your wishes. Changes in the value of your investments—such as a stock portfolio or real estate—may also require adjustments in your estate plans.
Reviewing your will may raise questions about various areas of your financial life, including your retirement or estate planning, college savings or other financial concerns. Be sure to turn to us for the perspective and advice you need to make the best choices.