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Next Level Thinking

Efficient financial management directly translates into informed business decisions, regulatory compliance, better forecasting, and overall a well-managed organization. By implementing a solid growth strategy, your organization can focus on its strengths, identify ways to fix its limitations, correct system bottlenecks, and expand on its core business processes.
Porte Brown wants to take you from average to Awesome!
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  • Tax Return Preparation
  • Financial Statements & Preparation
  • Payroll Tax Services
  • Sales Tax Services & Nexus
  • Outsourced Accounting
  • Bookkeeping/Write-up
  • Estate & Trust Tax Preparation

  • Tax Planning & Projections
  • ROI on Capital Expenditures
  • Cash Flow & Budgeting Analysis
  • Fixed Asset
  • Financial Forecasts
  • Insurance Audit
  • Investment Review
  • Lending & Financial Services Support
  • Quarterly Financial Discussions
  • QuickBooks Setup & Consulting
  • Activity Based Costing

  • Business Value Improvement
  • Strategic Planning Session
  • Estate Planning
  • Employee Benefit Plans
  • IT Strategic Plan
  • Monthly and/or Quarterly Progress Meeting
  • Insurance Planning
  • Education Planning
  • Business Succession Planning
  • Retirement Planning
  • Investment Planning

  • IRS Representation
  • Accounting Software Selection & Implementation
  • Business Valuations
  • Buying & Selling a Business
  • Pension Plan Design & Implementation
  • Wealth Management










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