ADVISORY SERVICES
A trusted financial advisor to your business no matter what stage that business is in
ADVISORY SERVICES
At AXK we focus on building close client relationships that add long-term value. It allows us to evaluate all options – not just at either the business or personal level but at every step. It goes past just making sure the financial records are correct to helping you understand what they mean. These services include evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution.
Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality, meaning better decisions leading to more success for your business.
Audits, reviews, and compilations
Entity selection and restructuring
Financial projections and forecasts
Debt and finances advising
Succession & retirement planning
Mergers and acquisitions
Financial planning
QuickBooks Installation, Setup & Support
IRS Representation
AXK takes the time to listen, learn and provide actionable advice. They are my trusted go-to financial advisor for my business
– Mark Fitzgerald, Association Management Systems
Audits
Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to reasses errors, ascertaining the validity and reliability of your information.
Reviews
Reviews are less in scope than an audit but provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis.
Compilations
Compilations are usually requested for internal purposes and are based upon information provided by a company’s management. They do not offer assurance but may involve some adjustment to accounting records.
Succession & Retirement Planning
The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
At AXK we work through the entire process to make sure you have the proper succession plan that will create a worry-free retirement and the knowledge that your company will continue to prosper after your retirement.
Mergers & Acquisitions
Business transactions and transitions are complicated affairs, and whether you’re buying, selling, or considering a potential merger, AXK can provide professional know-how to help you successfully structure and negotiate the deal. AXK employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.
Financial Projections & Forecasts
No one can predict the future perfectly, but we can all benefit from planning for it. AXK 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.
Entity Selection & Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, AXK can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
IRS Representation
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. We are ready and willing to answer any and all questions the IRS may be asking of you.
Debt & Finance Advising
Whether your needs are corporate or personal, AXK’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.
Financial Planning
AXK’s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, AXK can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.
Securities offered through National Securities Corporation, Member FINRA/SIPC. AXK is not an affiliate of NSC, NIC or NFS. Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® company. Investment Advisory Services offered through JBT Wealth Management, National Asset Management, Inc., a SEC Registered Investment Advisor and affiliate of National Securities Corporation. Some accounts may be held at National Financial Services, LLC. Insurance products offered thru National Ins Corp (NIC).
QuickBooks Installation, Setup & Support
We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode. We can also help you transition from desktop to the online version.
We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.