Advice from accountants who already know your numbers.
From choosing the right entity to planning your exit, we help owners make business decisions with the financial picture in full view.
Serving Buffalo, Amherst, Western New York and beyond.
Owners at every stage of a business.
- People starting a new business
- Growing businesses making bigger decisions
- Owners seeking financing
- Owners planning to buy, sell or pass on a business
What's included
- Entity selection and formation
- Choosing between an LLC, S corporation or other structure, and setting it up correctly.
- Cash flow and budgeting
- Forecasts and budgets that help you plan spending and growth.
- Financing support
- Projections and financial statements to support a loan application.
- Buying or selling a business
- Financial and tax analysis of a purchase or sale.
- Succession and exit planning
- Planning the transition of your business to family, partners or a buyer.
- Financial reporting and KPIs
- The key numbers to watch, reported in a way that's easy to act on.
Set it up right from day one.
The choices you make at the start, including entity type, payroll and how you keep your books, affect your taxes for years.
We help new owners get the structure, accounts and systems right before bad habits set in.
Practical advice, grounded in your numbers.
01Listen
We learn what you're trying to accomplish and what's in the way.
02Analyze
We look at your financials and model the options.
03Recommend
You get clear recommendations and help putting them into action.
Common questions
Do I need to be an existing client?
No. That said, advice is often faster and more specific when we already work with your books and returns.
Can you help me prepare for a bank loan?
Yes. We prepare projections and financial statements and help you present your business to the lender.
Should my business be an S corporation?
It depends on your income, payroll and plans. We run the numbers for your situation before recommending a change.