We provide many additional services that many people don’t think of when it comes to a public accounting firm. We can be an integral part of your team by providing QuickBooks assistance, analyzing the results of the business, developing business models (budgeting and forecasting), determining the most appropriate type of entity to operate your business, and dealing with the multiple areas of financial planning, investments and insurance. If you are looking for a service that is related to finance – we have someone on staff to assist you or can link you to another professional who will provide a quality level of service.
QuickBooks Setup and Training
More and more businesses and individuals are turning to QuickBooks to automate and integrate their finances at home and at work. Banking, payroll, financial reports and so much more can now be achieved through one easy to use interface. Gagnon CPA has experts on staff that can help you select the right QuickBooks for your application, then provide installation, configuration and setup, and customized training you may need to run your business.
Each and every person faces a number of milestones throughout their life, and the same is true for every business or organization. The success of any individual or company is largely dependent on how well these milestones have been anticipated, and how well prepared we are to deal with them. Our team of financial planning experts will meet with you to discuss your unique situation, determine what your financial goals are, and then draft a plan to meet those goals. We'll continue to work that plan with you if you so choose, helping you stay the course or make modifications to ensure you have a workable plan both short term and long term. Dan Gagnon and David Gagnon are independently licensed through Cetera Financial to assist you with implementing any plans that are developed.
Cash Flow Management and Loan Coordination
Relationships have been built throughout the years at many of the local lending institutions with the key loan officer so that we can facilitate loan processing and approval. We are familiar with many of the requirements of various local bank and provide a complete packet to speed the processing along which reduces the waiting period. When integrated with the forecasting and budget development – loans and lines of credit are requested even before they are needed which will reduce the urgency and stress associated with waiting for an approval in most cases.