Services
What I do For You
Advisory Services
COMPLIANCE AND TAX SERVICES
- Prepare annual year-end Reviews and Compilations, signed by CPA, CA
- Prepare and e-filed Corporate and Shareholder tax returns
- Integrate Corporate and Personal Income tax planning, including the new TOSI rules
- PC Law and QBO Cloud bookkeeping services and support
CLIENT-VALUED STRATEGIC SERVICES
- FREE Online Personal Readiness to Sell Assessment
- FREE Online Business Strength and Weakness Assessment
- Online Planning Tool “What if” Scenario Analysis
- Online Full Coaching Programs, 1-1, 1-Groups, and Master Mind Groups with Certified Value Builder/CPA on “HOW To Assess and Correct Business Weaknesses, Increase Valuation, Obtain Higher Price Than its Valuation, and Create a Business That Can Thrive Without You!”
- DIY -Video Course on How to “Create a Valuable Business That Will Fetch a Higher Offer Than its “Valuation”.
- Business Succession Planning
- Integrated Family and Business Plans
- Risk Assessment on Death, Disability and Estate Taxes
- Corporate Reorganizations, compliant with new TOSI rules
- Business Valuations Introductory Videos from “Certified Business Valuator”
- Business Valuations Video from “Certified Business Valuator”
PC LAW
- Update Financial Data
- PCLaw Implementation
- Trust Account Reports & Reconciliations
- PCLaw Training
- PCLaw Security Optimization
- PCLaw Midstream Implementation
Succession Planning
Take the 13-minute survey and get your Value Builder Score
Complete the questionnaire and instantly get your Value Builder Score out of 100. Companies with a score of 80 + typically get offers that are 71% higher than average scoring businesses.
After analyzing more than 40,000 businesses, we discovered those companies with a Value Builder Score of 80 or more received offers that are 71% higher than the average business. Working side-by-side with your own Certified Value Builder™, we will help you improve the value of your company. Whether you want to sell your business for a premium now, or simply know that you could, The Value Builder System™ will help you dramatically increase the value of your company.