OUR
SERVICES
A GOOD PLAN
IS THE KEY
Financial Coaching
“A coach is someone that sees beyond your limits and guides you to greatness! ” Michael Jordan
- QBO training
- Financial statements training
- Developing a Budget
- Understanding and developing of business KPI’s
Virtual CFO Services
“To know the road ahead ask those coming back” Chinese proverb.
- Financial review: Reviewing and advising clients on long term impact to their business of tax legislation and proposed amendments.
- Tax and compliance review: Strategic tax planning advice to help you manage your effective tax rate
- Planning: Tax planning strategies and advice around succession and estate planning
Tax Planning
“A goal without a plan is just a wish.” Antoine de Saint-Exupery, French writer.
- Financial Review
- Tax and compliance review
- Implementation of important business processes to assist in tax reduction and compliance
Business tax preparation
“Business tax preparation is the culmination of our tax plan” Maria Rovira
- Profit and Loss presentation
- Tax deductions (applicable through planning)
- Estimated tax payment calculations