Strategic Business Consulting
and
Other Services
 

There are many reasons why you decide to run a business. Maybe it’s in your family or perhaps you are pursuing a passion. One reason you’re not in business? To pay more taxes!

Simplify Your Life

The paperwork and number crunching are a necessary part of running a business. In fact, taking care of the details is integral to your success. So let us help you do it. It’s what we do best. You have other things to worry about. You control your finances. We just make it easier.

No matter how hard you work or how great your product or service is, your success is not guaranteed without a clear, navigable financial roadmap. We perform a financial analysis of your business and devise ways to improve your financial future and minimize your tax liability.

 

If you’re still in the start-up stage, we will evaluate your situation and help you to get on firm financial ground as quickly as possible. As your business grows, we’ll continue to monitor your finances to keep you on the path to growth and longevity.

 

We also plan annual budgets and prepare taxes for individuals, partnerships, corporations, associations and estates and trusts.

 

In addition, P & M can help you with:

  • Loan applications
  • SBA loan applications
  • Bookkeeping
  • Payroll Service
  • Monthly financial statement preparation
  • Equipment purchases and sales
  • Divorce tax planning
  • Planning for education expenses
    • Business sales and acquisitions
    • Lease-buy decisions
    • Business Expansion
    • Commercial/investment real estate sales and acquisitions
    • Projections, budgets, goals
    • Retirement planning

    Running your own business can be overwhelming. It doesn’t have to be. At least not where your finances are concerned. We can’t get your shipments out on time, or make that tough client nicer, but rest assured, we CAN help you improve your bottom line.

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