Our Lake Norman staff provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. We are one of the most highly sought after professional firms in the Charlotte metropolitan area. Through a combination of continual professional training, years of experience and the desire of our staff to exceed expectations, each client receives close personal and professional attention.
Our high standards, service and specialized staff make us an excellent choice for your professional needs. We believe that in management consulting and financial plan design that the best defense is to have a good offense. By taking an offensive or proactive approach to planning, we collaborate with our clients to anticipate financial challenges before they occur.
Through proper planning there should be no "accounting emergencies", just anticipated results. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions.
Our high standards, service and specialized staff make us an excellent choice for your professional needs. We believe that in management consulting and financial plan design that the best defense is to have a good offense. By taking an offensive or proactive approach to planning, we collaborate with our clients to anticipate financial challenges before they occur.
Through proper planning there should be no "accounting emergencies", just anticipated results. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions.
Services
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.
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone.
Our team is waiting to assist you through every step of the process.
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone.
Our team is waiting to assist you through every step of the process.
Building and preserving your personal wealth requires specialized attention.
We believe this so strongly that we do not hold ourselves out as a one-stop shop financial firm.
We believe that personal financial planning needs to be a full-time profession, not just another service.
Beware of the financial professional that knows it all!
Although we do not specifically design individual financial plans for our clients we do however provide our clients with an independent review of recommendations being made by their financial planners.
We believe this so strongly that we do not hold ourselves out as a one-stop shop financial firm.
We believe that personal financial planning needs to be a full-time profession, not just another service.
Beware of the financial professional that knows it all!
Although we do not specifically design individual financial plans for our clients we do however provide our clients with an independent review of recommendations being made by their financial planners.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit?
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
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.
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
A cash crisis can be emotionally devastating.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
A cash crisis can be emotionally devastating.
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.
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