Outline of Products and Services We help our clients find solutions to the problems that are keeping them from reaching their financial goals. We accomplish this by customizing a plan that meets the client’s total financial and tax needs. Small Business accounting and consulting services • Monthly Consulting to improve cash flow, sales and profits. Review of current accounting records in order to improve management reports. Profit booster consulting designed to: Increase cash flow Reduce excessive employee turnover and inefficient employees Improve sales Find ways to manage and control a growing business Use computers to grow your business. Development & implementation of marketing and strategic plans. Annual budgets and forecasts. Preparation of compiled and reviewed financial statements. Personal Financial Planning • Retirement capital needs analysis • College education funding • Cash flow analysis (finding the money to save) • Current investment portfolio review and analysis • Portfolio allocation and investment recommendations. • 401k and 403b investment analysis and consultation. • Estate plan review. • Life, disability, health and long-term care insurance review. • Income tax planning. Income tax preparation and planning for: • Individuals • Partnerships • Corporations • Trusts QuickBooks Installation, training and support for: • QuickBooks QuickStart • QuickBooks Log-on Support • QuickBooks Help Desk Support • QuickBooks Overhaul • QuickBooks Outsourcing Services visit WWW,24hrbooks.com