Services

At AK & Associates, we apply business knowledge and financial expertise to assist management and ownership in executing successful financial strategies.  Understanding the business lifecycle, we help simplify financial decision making to achieve business (and personal) goals.  Forming personalize relationships with our clients, we work to ensure financial prosperity with work life balance. From accounting support to professional advisory services, we strive to guide every client to financial fitness.

Accounting:

Financial fitness begins with accurate records and balanced bookkeeping.  Our accounting support includes QuickBooks set-up, monthly and quarterly review and closings, as well as financial statement preparation.

We assist with ledger management, journal entries, and reconciliations.  With additional support options for sales tax and payroll processing, AK provides complete accounting resources for your financial success.

Wealth Management:

At AK, we provide entrepreneurs, business owners, and private wealth holders with the essentials for effective estate planning and wealth management.  Constantly changing regulations and complex options are effectively navigated to provide personalized solutions for varying assets and levels of wealth.

Tax Planning & Preparation:

Providing tax services for individual, estate, business, and non-profit returns, our team of seasoned professionals assist in understanding regulations and financial strategies to mitigate tax requirements.

Consulting:

Financial management is more than preparing statements and tax returns. Partnering with a professional provides added insight for financial decisions, major and minor alike.

CFO Advisory Support:

Managing financial decisions deserves dedicated expertise that understands the impact of these decisions on the health and prosperity of your organization. Seemingly simple decisions can cause serious financial missteps. In an world where cash is king, do you have the expertise on staff to support the decisions you’re making?