• Business Services

  • Tax planning and preparation

  • Personal financial planning

 Business Services

If your business needs help with financial statement analysis, loan applications, tax remittance, payroll, or just keeping up on the daily accounting tasks of a company Matthew can help. Your time is better spent generating more business, let Matthew handle the tasks that you don’t have time to do. He can also help make decisions and interpret the strengths and weaknesses of your company. If you are starting to hire employees and need help with payroll do not let it feel like a burden!

Entity Formation

Choosing the correct entity type is one of the first big decisions you have to make when it comes to starting your business. Matthew offers consultation and assistance in choosing and establishing your business. He knows what you will need to establish an LLC, Corporation, or Partnership. Your entity selection will have certain advantages and disadvantages over others. The most important thing is to protect yourself and your family with the right choice.

Quickbooks establishment

Establishing your company on quickbooks can seem daunting. Let Matthew get your company started off correctly. As a Quickbooks Pro Advisor Matthew can help make accounting a breeze.

Internal controls establishment and review

Internal controls are easily overlooked and very important. If you are looking to bring on new employees in positions of trust or applying for loans controls are going to come up. Let Matthew help design your internal controls to protect your business while keeping your efficiencies.

Tax planning and preparation

Federal, state and local taxes can feel intimidating and complex. A trained professional like Matthew can help you with compliance efficiently and accurately with an eye toward the future. If you or your business needs help with a tax return, Matthew can help you!

Personal financial planning

There is so much conflicting information out there it is sometimes hard to know what to do with your money. Matthew can help you with financial planning ranging budgeting and debt payoff to the best way to save for your child’s college expenses or your own retirement. Matthew’s experience and expertise can help you make the best decisions to help your money work for you.

Fee only financial planning

Many times financial planners out there have an incentive to sell you insurance or mutual funds that might not be ideal but are offering commission to the planner. Not Matthew! As a fee only financial planner there is not a conflict of interest. Matthew can help you make the best decisions to help maximize the growth of your portfolio.