Closely Held Companies
At RPB, our accountants, auditors, and advisors provide reporting and advice tailored to the unique needs of your company, allowing you to efficiently operate your business and accumulate personal wealth. We understand that every business has a unique set of needs. For example, a new or start-up business may need more assistance helping design and refine processes, while a more established business may need a greater focus on succession and estate plans and help preparing an exit strategy. We work with our clients to ensure that we provide the services that meet their unique needs in the most cost-effective way.
Whatever your situation, our professionals can help walk you through the process and provide as much support and analysis as possible. We tie together your personal and organizational financial pictures. We take in consideration your current business situation, your plans for the future and your personal financial health.
Our services include:
- Audits, review, and compilations
- Tax planning and preparation
- Bookkeeping
- Internal control reviews
- Cash flow analysis
- Monthly accounting support
- Business succession planning
- Estate planning
- Assistance with obtaining financings
- Review of lease and buy decisions
- Attendance at board of director meetings
- Benefit plan review and selection
