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Solutions and Services |
In today's market, experience is much more than a convenience......
It's a necessity! Whatever your business or personal objectives, we have the expertise to help you achieve them.
Business PlanningIdentification, implementation and monitoring strategies designed to sustain your business's financial health and accomplish your strategic mission.
Business ValuationsAssigning a dollar value to the business as a profitable operating entity.
Controllership & CFOHelping you grow and manage your business by assisting in providing quality information for making decisions.
Prime Plus (Elder Care)Planning and implementation of care goals for elderly family members.
Estate PlanningIdentifying and implementing strategies to pass wealth on to desired beneficiaries while minimizing taxes and other transfer costs.
Financial ReportingProviding the business owner with information to understand and analyze the results of business’s operations and financial position by assisting in the preparation of financial statements.
Personal Financial PlanningIdentification, implementation
and monitoring of strategies designed
to accomplish personal financial objectives.
Retirement PlanningIdentifying strategies to match financial resources with retirement needs.
Tax ServicesIntegration of tax planning with clients’s overall financial plans and tax return preparation.
MAS 90 & MAS 200 Software Accounting software selection, implementation, training and support.
Succession PlanningAssist in the planning for who will be in charge of your business
when you no longer want to be.
QuickBooks Software QuickBooks software selection, implementation, training and support.
ResourcesBatty, Erlandsen & Associates, P.S. has collected
the following online resources for your convenience:
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