Accounting and Business Planning
We offer a range of services for business owners and key executives
The day-to-day, month-to-month, and year-to-year tracking of income and expenses is known as the Profit and Loss Statement, commonly referred to as th...
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Accounting and Business Planning
The day-to-day, month-to-month, and year-to-year tracking of income and expenses is known as the Profit and Loss Statement, commonly referred to as the P/L. This is crucial for a few things: it tells you where your business stands financially, it helps with tax planning, and it provides the foundation for sound business decisions.
As a business owner or key executive, you want the same thing as any individual — the opportunity for a good retirement and adequate protection against the threats that potentially could rob you of an enjoyable retirement. This however is a little more complicated as you are subject to considerably more regulations and responsibilities. I will help you with the extra challenges you face working towards your retirement while owning or running a business.
What's Included
Our Accounting & Business Planning Services
Retirement Plans
Depending on the size of your company and the investing goals you have, this will determine the type of plan to establish. I will help you establish a plan or improve an existing one.
Welfare Benefit Plans
This is quickly becoming a more used type of plan to set aside dollars for post-retirement medical expenses. These are sometimes referred to as VEBAs.
Succession Planning
If you have a business partner who is also part owner, what would happen to their share if they passed away unexpectedly? Without proper planning, your new business partner could be their spouse or children. I can help eliminate this threat.
New or Recently Opened Businesses
Are you planning on opening or have recently opened your own business? To minimize impact on cash flow, I will work with you each month to address a different financial planning topic and spread fees out monthly.
Other Tax-Advantaged Benefits
The current tax code allows you as a business owner to use corporate dollars to provide certain benefits to select employees — but it is not mandatory that you offer them to all employees.
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Address
3928 Clarks Creek Road, Plainfield, IN 46168
Office Hours
- Monday–Friday9am–5pm
- Saturday–SundayClosed
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