Robust Alternatives Account Services
Robust Alternatives Account Services
Tax Planning and Preparation
Development and execution of internal best practices for current and future taxation needs.
- Individual Tax Preparation
- Business Tax Return Preparation
- Gift & Estate Tax Return Preparation
- Partnership & Corporate Tax Preparation
- Estate and Succession Planning
- Out-of-State Returns
- Business Start-Ups
We’ll also help you make plans to defer income so that you can save money now and pay less taxes in the future, lower taxes on your income, on your estate and gifts, and on your investments and retirement distributions so that you can maintain your lifestyle and much more.
Budgeting & Cash Flow Forecasting
Developing and validating departmental and company wide budgets for internal planning and tracking.
- Developing the system for budgeting
- Detailed review of assumptions
- P&L Budgets
- Cash flow forecasting
Design Bookkeeping Systems
Develop, describe & implement day to day bookkeeping procedures towards safeguarding assets & insuring proper recording of transactions.
- Discussion of internal control weaknesses and how to best protect against potential for defalcations
- Creating departmental budgets & reporting variances thereto
- Ongoing oversight
Cash Flow & Profitability Improvements
- Profitability analysis by product line or service
- Accelerate billing & collections processes
- Lease versus purchase decisions
- Excess cash investment decisions
- Comparison of historical results to industry data
- Review and analyze trends