Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free tcontact us and we’d love to answer any questions you have and help in any way we can.

FINANCIAL PLANNING

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

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‘Financial NSight’ is a unique analysis we offer whereby we monitor and graph key figures.

Alleviating Cash Flow Management Pains for Birmingham Businesses

[1] Because we’re talking cash flow management today… with a recession looming on the horizon and the effects of inflation being felt so hard in everyday life, it’s difficult not to freak out over what lies ahead for your Birmingham small...

Why Should Birmingham Businesses Care About FASB and GAAP?

 Yes, inflation isn't slowing down, even here in Birmingham.Though it's not the main thing I'll be writing about today, I did want to point out this economic elephant in the room for my Jefferson County business owner readers and clients, and not just speed...

An Accounting Methods Rundown for Birmingham Businesses

Before I get into accounting methods basics today (a subject near to my heart) ... I hope you were able to get in on some Memorial Day activities this past weekend (though I know some Birmingham business owners are in the thick of things during this commemorative...

Making the Most of Your Birmingham Business’s P/L Statement

In the arena of not-so-good news, along with so many other things these days, it looks like IRS interest rates have gone up for Quarter 3. Inflationary insults to injury for Birmingham business owners.These days are getting tougher. Hang in there.Now … the one...

Randall M. Hancock CPA, PC’s Guide to the Profit and Loss Statement

As a small business owner, you’re often preoccupied with all the things that go into running your Birmingham business – the daily logistics, managing employee workflow, paying the bills, bringing in more customers… making a profit. Let’s focus on that last one,...

Three Financial Statements Birmingham SMBs Need To Get Right

If you’re a successful Birmingham business owner in this high-pressure time, you’ve learned to master the art of the pivot. Pivot on pricing, pivot on operations, pivot on hiring, pivot on supply, pivot on financials... Successfully pulling it off is...

Customer Relationship Management Software for Birmingham Businesses

Apparently, it is National Small Business Week. And while I tend to think these kinds of “national weeks” or days, or what have you, are often pretty silly … well, as someone who has been in the trenches with the SMB community over the last few years, I...

Time Management Software Choices for Birmingham Businesses

Tax “season” is over – at least for most of us. For all of the tax-exempt organizations out there operating on a calendar year basis, just a little nudge regarding the May 16th filing deadline. We’re here to help.Now, however, despite the relief that comes with the...

What is the Best Payroll Software for Your Birmingham Small Business?

Every Birmingham business owner in today’s inflationary environment is looking for ways to economize and improve: overhead expenses, workload, staffing needs, office space, supply chains, etc. It all feels stretched. We’re *all* feeling it, even here in Birmingham.So...

Small Business Accounting Software: A Birmingham Owner’s Guide

For as long as trade has existed, so has accounting. Goods are sold, profit is made, expenses are accrued, and everything gets recorded (presumably, ha!). And it wasn’t THAT long ago that electronic spreadsheets were considered “a big advancement” in...