How It Works

Analyze information and make better business decisions

When your dream and vision start to become a reality there is a need to maintain books and accounting properly while reporting taxes correctly. The owner of a “mature” (5 – 20 year old) business wants to make sure they don’t lose what they have built. The American dream has become a reality, but needs to be maintained. These businesses typically have about 5 to 50 employees, an in-house bookkeeper and somewhere between $500,000 and $15 million in annual revenue. To better meet the needs of our Gold Services clients throughout the Morris County and Monmouth County areas of NJ we have customized our services to enable us to address industry specific challenges, compliance needs and industry standard tax practices.

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Services Provided

  • All of the services in our Silver Plan
  • Dedicated account manager
  • Year end tax returns, corporate and personal
  • Industry comparison reports
  • Budgeting
  • Financial projections
  • Financing and loan assistance
  • Strategic business planning
  • Unlimited phone advice

Who It’s For

How to identify if this program is a good fit for your business.

  • You are concerned that you have been paying too much in taxes
  • You have concerns and questions about health care benefits for your employees
  • You are unsure about how to provide retirement benefits
  • Your business doesn’t have cash reserves (i.e. no “rainy day” fund)
  • You are interested in securing a line of credit or other type of financing

Contact Us If This Is You

Testimonials

Ongoing financial guidance on a regular basis provides a strong foundation on which the business will flourish even further.

JAMES BROWN

“Ongoing financial guidance on a regular basis provides a strong foundation on which the business will flourish even further”

JOSE DANIELS