Best Accountants in Cleveland, OH

Yes. Knowing and understanding your company's financial information is critical to your success. We can make sure it's accurate and timely. As a general rule of thumb, the books should be closed and financial statements ready for your review no later than two weeks after the end of the month.

If you're a manufacturer with work in process inventory, it can be a big black hole. Your accounting system should be set up to track and value inventory every step of the way, from raw materials to finished goods

Our tax preparation and financial planning services are available to both businesses and individuals. In both cases we are looking for long-term relationships and the ability to help our clients throughout the year, not just at tax time.

Let's start with what it doesn't mean. We don't sell stocks, or any other financial products such as insurance and annuities. We don't manage your investment portfolio. We can't draft wills or trusts, or legal contracts. What it does include is an overview of your financial situation, and strategic recommendations for filling in the gaps. Once we have a plan of action, we collaborate with investment advisers, attorneys and other financial service professionals to put the plan into action.

Planning for retirement starts many years ahead of time. What's most important is planning for sufficient after-tax cash flow to cover your needs and provide the lifestyle you want after the paychecks stop coming in. We use a number of tools to model your finances in retirement under multiple scenarios. We can help you with Roth IRA conversions, 401(k) rollovers, understanding Social Security and Medicare, choosing pension plan benefit options, and other decisions.