Our Services
All of our services are tailored to fit the specific needs of your personal life, small business, or large company.
Accounting
Let us help your business reach its goals by identifying potential risks and upcoming opportunities beyond the numbers. We can advise you on future business decisions, creative solutions to current challenges, and optimization of your potential. Our professionals produce quality reports and financial statements, and back them up with personalized customer service and attention. We offer quarterly or yearly financial statements, IRS services, due diligence, forecast and projections, employee benefit evaluations, and much more.
Bookkeeping
Your small business demands an accurate, up-to-date record of all financial transactions in order to thrive. However, finding time to keep track of your expenditures, receipts, accounts payable and receivable, profit and loss, taxes, and other important figures adds hours to your work week that you probably can’t spare. Let our experienced, knowledgeable bookkeeping professionals enhance your peace of mind and decrease the amount of time you spend crunching numbers, so you can dedicate your work schedule to the parts of your business where you thrive. Our bookkeeping services are tailored to the specialized needs of your business, and backed by exceptional and accessible customer service year-round.
Tax Preparation
Tax time can be overwhelming for many people — the codes and laws are highly involved and constantly changing. Our diversified tax preparation and filing services ensure that your yearly return is handled by an experienced, knowledgeable professional with continued education in evolving tax law. We emphasize tax planning and personalized service, while creating opportunities for tax savings. We offer preparation and filing of all federal, state, multi-state, and local tax returns for individuals, families, and businesses.
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Estate Planning
It is never too early to begin estate planning — your estate will be just as unique as your family and your finances. There are lots of questions that arise when the subject of estate planning is broached, and the answers are anything but one-size-fits-all. Professional estate planning will save your family money, time, headache, and heartache. We provide personalized, efficient estate planning that takes your family’s particular needs into account every step of the way. We will help you define your goals, pick your partners, and evaluate your options. We can review your existing documents or help you to draft a new working plan. We can also help you to organize fair and adequate ways to cover estate taxes and other expenses.
Financial Planning & Consulting
We provide many customized solutions to meet your financial advising needs. We offer professional, accurate bookkeeping and billing services, financial reports, and off-site CFO services to over 100 businesses in Southwest Louisiana and around the country. We can promise you expert professional assistance with a new business plan, mergers and acquisitions, transition or succession planning, and financial management. For individuals, we assist with retirement planning, financial goal identification and advice, saving plans, and asset analysis.