| Services That Bring Financial Security
Our "products" are a combination of our expertise, professionalism, entrepreneurial spirit, and our commitment to help each client to the fullest extent of our combined abilities. The services rendered by Shepherd & Goldstein's accounting and business consulting divisions and our related companies includes, but are not limited to:
Business Development Services
- Business Transition
- Business development strategies
- Profit Improvement
- Budgeting, projections, financial analysis
- Cash management planning
- Management consulting services in connection with:
- Business systems
- Business procedures and operations
- Personnel and human relations
- Presentation of business training seminars, including:
- How to build a business
- Financial ratio management
- Customer service strategy planning
- Team development planning
Business Consulting Services
- Consultation and investigation for business acquisitions and dispositions
- Temporary CEO, CFO and/or controllers
- Retirement planning, including:
- 401(k)
- Profit sharing
- Pension review, planning & implementation
- Succession planning
- Business valuations
- Key man life and disability insurance assessment
Accounting and Tax Services
- Audit or “certify” financial statements
- Review of financial statements
- Compilation of financial statements
- Tax planning and return preparation
- Representation before the Internal Revenue Service
and other taxing authorities
Financial Services
- Personal financial & retirement planning, including:
- 401(k)
- Profit sharing
- Pension review, planning & implementation
- Estate planning
- Divorce planning
- Life & disability insurance review, planning & implementation
- Long-term care planning
- Investment portfolio review
Other
- Certified QuickBooks training sessions
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All of our work is guaranteed. You are the sole judge of the end product, and if you believe you have not received a measurable value for a particular service, you may withhold payment.
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