An Accounting Firm for Death Care Professionals
Your Accounting and Finance Companion
We make the complex simple
We offer accounting, bookkeeping, CFO services and tax planning/preparation so you can focus on what matters most.
With our expertise and know-how, we'll help you navigate the complex and regulation heavy death care accounting and tax environment.
Accounting
The first step in exstablishing a healthy business, is to know your numbers. We get them to you every month.
CFO Advisory
Your business is a formula. CFO advisory helps you determine that formula and then assists in building a dashbaord to provide the metrics of your business.
Tax Planning
With the vast number of legistlative changes in recent years, if you aren't planning each quarter you're probably overpaying in tax.
Consulting
We are death care experts. We look at your business wholistically and strategize on each element.
We have experts that can help is all aspects of your death care business:
PreNeed Trusts
Administration of PreNeed and Perpetual Care trusts. We have the tools to keep it simple.
Compliance
Funeral home compliance can be difficult. Depending on your state and other circumstances there are many facets to keeping your business compliant.
Market Growth
The landscape of death care is changing quickly. The demands to keep up with market can feel daunting. We can help you navigate a changing landscape.
Exit Strategy
As with any business, sometimes it's time to consider succession planning. We assist in the planning, negotiations, valuation and the structure to make it happen.
Our financial professionals will handle your entire business start to finish. Whether you are a funeral home or a cemetery we're here to help.
Trust is the foundation of great service
We provide bookkeeping, accounting, advisory, and tax planning services to the Death Care industry. Our services are tailored to the unique needs of each client. We work as part of your team, understanding your needs and what matters to you.
| Features | |
|---|---|
| ✓Monthly financial statements | ✓ Tax planning |
| ✓ Metrics dashboard | ✓ Cashflow management |
| ✓ Business valuation | ✓ Cosulting |
