Personal tax, accounting, and financial planning needs…

  • Personal tax preparation (including preparation of the Statement of Business or Professional Activities for self-employed individuals/partners, and effective tax planning for future years)
  • Financial & estate planning (such as preparation of a comprehensive financial plan, an estate plan review, or a detailed succession/exit plan)
  • Accounting services (including preparation of Financial Statements & bookkeeping assistance)

Business startup, growth, and all the stages in between…

Our business services help create environments where entrepreneurs serve their marketplace, employees, stakeholders, and communities with excellence.

  • Business plan assistance (such as development of cash flow models to manage the success of each business growth stage)
  • Business tax preparation (such as corporate tax returns & tax planning strategies for future growth)
  • Financial and succession planning (including key retirement strategies that help reach long term goals)
  • Accounting services (including assistance with bookkeeping and preparation of financial statements)
  • Strategic consulting services (such as reviews of critical business strategies or business models, and development of a comprehensive strategic action plan)

Photo courtesy of Merlyn Guilderson Photography

Initially we tried to write our own business plan but we kept getting turned down for financing. Business Innovation Group conducted strategic planning sessions with us, which resulted in a very different business plan. This business plan helped us to secure our first Angel Investor, who is still working with us five years later.

Manufacturing CEO

We appreciate how dedicated to our business Steve is. He always goes above and beyond our expectations.

Entrepreneur