Our Services
Provides service to individuals, Business Owners and Businesses of all sizes.
Services include:
· Tax (Preparation, Review of Federal, State, Franchise, Payroll, Sales and Use)
· Analysis (Budgeting, Cash Flow and other Financial Comparisons featuring Month to Month, Year to Year, Budget vs Actual, and Ratio Analysis)
· Bookkeeping (Record keeping assistance through Quickbooks and other accounting systems)
· Business Development (Business Tax Returns and Business Plan documentation, recommendations on Business Plan execution, creation of marketing, management and operational strategies and tactics)
We guide clients in creating customized strategies that takes them from where they are today to where they want to be through coaching, training and consulting. We provide customized strategies including management of financial resources through Taxes, Budgeting, Income Statements, Balance Sheets and Statements of Cash Flow. Our strategies are unique to every client and revolve around analyzing Financial Statements and Tax Returns, giving feedback on what the statements say today vs. where the client wants to take the business in the future.
We guide clients in creating customized strategies that takes them from where they are today to where they want to be through coaching, training and consulting. We provide customized strategies including management of financial resources through Taxes, Budgeting, Income Statements, Balance Sheets and Statements of Cash Flow. Our strategies are unique to every client and revolve around analyzing Financial Statements and Tax Returns, giving feedback on what the statements say today vs. where the client wants to take the business in the future.
We are committed to help our clients make S.M.A.R.T. decisions.
- S- Systematic yet Simple to Implement
- M- Measurable in terms of Money
- A - Actionable after thorough Analysis
- R - Results Driven and Resources identified
- T - Time bound and Tactic
We employ a process that allows clients to have the right amount of resources, in the right places at the right time. Our process consists of coaching and training to determine where your assets are today and income and expenses today vs where they should be by:
- Identifying resources available (through recordkeeping)
- Matching goals to the resources (through budgeting)
- Identifying timetables for these goals (through pro forma statements)
- Discussing actions to meet the timetable (through tactical planning)
Our process allows clients to minimize taxes, have their records in order, work within a budget, have correct financial statements and implement tactics to keep their business running smoothly.
We feature an experienced chief executive and a comprehensive network of service providers that deliver solutions that "exceed expectations". Chuck Burch has been an accountant since 1982 and a CPA since 1989. We utilize a network of Attorneys, Accountants and Tax Specialists to provide client services.
We service clients throughout the Dallas/Fort Worth metroplex, Texas and many states.