Our recommendation is to have your bookkeeping done right the first time. In addition, we recommend having your financials reconciled, compiled, and reviewed month-over-month in a comparative fashion. In addition, not only should tax strategizing be implemented; growth discussions, margin expansion, improvements in efficiency, etc., should be performed in unison with careful review and analysis driven by reviews of the organization’s profit and loss, balance sheet, cashflow statement, fixed asset statement, as well as understanding the drivers behind the compiled financials.
We act as fiduciaries that work in the best interest for our client.
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