Services
- Tax Filings & Basic Financial Statements
- Management Accounting & Planning
- Business Development & Growth
- Special Projects
Barbara Agerton looks at the whole package when it comes to business
and tax services. What is your business goal? How does that fit with your
personal goals? Let Barbara help you plan and implement those goals.
Tax Filings & Basic Financial Statements
Professional assistance to help you run your business and comply with tax laws and banking requirements. Services include planning and preparation of tax returns, financial statements, depreciation schedules and pension plan assistance.
Management Accounting & Planning
Gain control and direction in your business and personal financial matters. We help you prepare budgets for profit planning purposes. We actively assist you in interpreting your periodic reports that monitor key performance indicators that apply to critical areas of your business.
Business Development & Growth
Grow your business for financial independence and peace of mind. We perform a detailed personal financial analysis and planning consultation, as well as management assessment of your customer base and business processes. You will receive a complete analysis of the strengths, weaknesses, opportunities and threats in your business. We guide you through a 12 month business development program designed to increase company profits and entity value, and build less reliance on the owner’s daily input.
Special Projects
Take advantage of our specialized services to help solve other common problems that your business may face. Special projects include business start-up services, business transaction planning and other special situations where we can help improve the performance or profitability of your business.
We would be happy to quote you a fixed price on your preferred services, if you desire. With a fixed price agreement you can call us at any time for advice on these matters with the knowledge that we will not be charging for each phone call. If you are interested in a quote please call us at 760.371.1828 or send an email to barb@agertoncpa.com.
