When you decide to make the most of your finances - hire a CPA. The investment you make will not be a cost - that will be recovered in lower taxes and better investment choices. Your investment is in pushing beyond indifference to wanting to understand and make the most of your finances. It is a challenging first step.
I understand that. I will work with you in a confidential, caring, non-judgmental way. Your investment will bring peace of mind - confidence - control - and yes $'s too. I will help you to make better and more informed decisions. It is not complicated. Let's start with a complimentary exchange.
I understand that. I will work with you in a confidential, caring, non-judgmental way. Your investment will bring peace of mind - confidence - control - and yes $'s too. I will help you to make better and more informed decisions. It is not complicated. Let's start with a complimentary exchange.
Services
Duncan is a Chartered Professional Accountant with over 30 years of comptrollership, tax, financial and succession planning experience. Tax planning and transaction structuring are crucial to the success of every individual and company. Duncan works with clients to ensure that all tax options and their impact on net cash and family planning have been fully considered.
What more might you do for your children and grandchildren while still protecting your longer term securities?. Do you want the courts to decide what will become of the life savings you have worked to accumulate?. Would you benefit and find it easier to prepare your will by seeing how the numbers and distributions will work?.
Developing a financial model with you to consider possibilities and identify the keys for success. Prioritizing funding possibilities (Government, debt, equity) all based on minimizing your share dilution. Training you and staff members to maintain the records you need to track your business internally.
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