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Although we service a large number of privately held businesses ranging from entrepreneurs to large entities, there are a few distinct industry segments for which our firm has been recognized as an industry leader. Stock Options We work with highly compensated executives to optimize the execution of stock options. Our service includes an evaluation of options strategy to minimize tax liability on the transaction and the overall net affect of the taxable income for the year executed. This is a critical planning session due to the timing of the options and the condition of the market, combined with the complexity of the tax law in this area. If you are an investment advisor, with clients who need assistance sorting out their stock options, please call. Our services do not extend into investment or insurance. We limit our scope to the planning and tax treatment of these clients. Restaurant Related Business Industry experience has made us intimately familiar with the needs of owners, investors and creditors. Restaurateurs and their suppliers need to stay focused on the business of preparing food for their clients. If too much time is spent on the accounting or the reporting information developed is inaccurate, it can damage operations and profitability. We have developed accounting systems to provide timely and accurate financial and operational information for our clients. Specialized consulting helps interpret data to make the operation more efficient. Examples are - number of customers served, table turns, average sale per customer. Services extend into inventory management, pricing and costing, and staff compensation enhancement programs. We help clients design a profitable process that motivates clients to return and staff to improve margins. |
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| Click to view our most recent Peer Review (PDF) | |||||
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