Commercial Businesses
 
Charles provides management and accounting information system strategies and support for your journey.
 
  The following services help you plan, maintain, & protect your course along the journey:
  
 
Management and Accounting Information System Strategies and Management for where you are:
 
 
Day-to-day Operational Support;
Learning;
Spending & Budgeting Plan Review and Reporting
Accounting System and Feature Implementation Training
Employee Time Recording and Reporting
Periodic Accounting System Review of Transactions and Processing
Resource Preservation;
Policies & Procedure Review and Development
Tax Preparation
Internal Control System Evaluation
Tax Planning
System Use Consultation and Advisory Services
System Feature and Expanded Capabilities Implementation Services
Directional Support for the Future;
Business Entity Selection and Creation
Business Planning
Investment & Capital Planning
Risk Analysis for threats to your future
Planning for Asset Purchases
Employee Benefit Analysis including Compensation Strategies
Employee Retention Strategies
 
 
Strategies for where you want to go:
 
 
Business Planning
  
Information Systems Migration and Implementation Consulting
  
Marketing Planning
  
Business Succesion Planning
  
 
 
Financial Resource Management for when you arrive:
 
 
Day-to-day Operational Support;
 Resource Preservation;
Spending & Budgeting Plan Monitoring and Reporting
 Tax Preparation
Periodic Accounting System Review of Transactions and Processing
 Tax Planning
Policies & Procedure Review and Development
  
Internal Control System Evaluation
 Directional Support for the Future;
System Use Consultation and Advisory Services
 Multi-generational Wealth Transfer Strategies
System Feature and Expanded Capabilities Implementation Services
 Business Succession Planning
Risk Analysis for threats to your Enterprise and Market
  
Employee Benefit Analysis including Compensation Strategies
 Administrative Services;
  Trustee and Executor Services
  Estate Administration Services including assistance with disposal of business interests
 
  Background (Please see the licenses and certifications page for descriptions):
  
 
Charles is a licensed Certified Public Accountant.
Charles is a Certified Quickbooks ProAdvisor and a Certified Quickbooks Enterprise Solutions ProAdvisor