Financial Projections and Forecasts
No one can predict the future perfectly, but we can all benefit from planning for it. Causey-Streeter CPAs, LLC combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company’s success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.
Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Causey-Streeter CPAs, LLC’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one’s estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.
Debt and Finance Advising
Whether your needs are corporate or personal, Causey-Streeter CPAs, LLC’s professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.
General and Forensic Accounting
To ensure your business remains successful, it is critical that you utilize the most professional accounting standards possible in your daily operations. Our services include:
- Monthly Accounting and Bookkeeping
- Payroll and Reporting
- Forecasting and Budgeting
- Forensic Accounting