LaForte Financial Services was established in 2001 and specializes in helping small-business owners and individuals with their accounting and payroll needs throughout Fairfield county. If you're like most, you find yourself overwhelmed while preparing your own tax returns, keeping your books up to date, dealing with IRS deadlines or managing your money.
That's where we come in. Our mission is to provide great customer service, be accessible, charge fair prices and have fun doing it. Look over our professional services page and give us a call. We'll help you build your business, reduce headaches and eliminate those sleepless nights.
That's where we come in. Our mission is to provide great customer service, be accessible, charge fair prices and have fun doing it. Look over our professional services page and give us a call. We'll help you build your business, reduce headaches and eliminate those sleepless nights.
Services
Building and preserving your personal wealth requires specialized attention.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
As a small business owner you have more important things to do than to keep your own books.
We take care of your books for you, so you can get back to the job of running your business and generating profits!
These tasks form the solid foundation of your small business accounting system.
You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date.
We take care of your books for you, so you can get back to the job of running your business and generating profits!
These tasks form the solid foundation of your small business accounting system.
You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date.
When it comes to paying employees, laws and the IRS have made the payroll function a time consuming nightmare for the small business owner.
Small business owners spend an average of eight hours a month performing payroll functions.
That's 12 full days a year that could be spent generating sales, prospecting new business opportunities, improving products or services, or servicing customers.
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Small business owners spend an average of eight hours a month performing payroll functions.
That's 12 full days a year that could be spent generating sales, prospecting new business opportunities, improving products or services, or servicing customers.
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
A cash crisis can be emotionally devastating and it can even kill your business.
If you've ever had to beg, borrow and steal to cover tomorrows payroll you know what I mean.
The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.
We can help you develop both short-term (weekly, monthly) cash flow projections to help you manage daily cash, and long-term (annual, 3-5 year) cash flow projections to help you develop the necessary capital strategy to meet your business needs.
If you've ever had to beg, borrow and steal to cover tomorrows payroll you know what I mean.
The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.
We can help you develop both short-term (weekly, monthly) cash flow projections to help you manage daily cash, and long-term (annual, 3-5 year) cash flow projections to help you develop the necessary capital strategy to meet your business needs.
Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk!
Therefore, it pays to be prepared and organized in your approach for financing.
Put your best foot forward by allowing us to prepare a winning loan proposal for you.
Our proposals have a high likelihood of success because they're created from the lender's perspective.
Executive Summary: Where we concisely state the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for and why it's needed.
Therefore, it pays to be prepared and organized in your approach for financing.
Put your best foot forward by allowing us to prepare a winning loan proposal for you.
Our proposals have a high likelihood of success because they're created from the lender's perspective.
Executive Summary: Where we concisely state the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for and why it's needed.
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