Services
SPF helps clients realize their business and personal financial goals. We deliver comprehensive advisory, accounting, and tax services with a problem-solving mindset through every stage of your life and the life of your business.
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SPF helps clients realize their business and personal financial goals. We deliver comprehensive advisory, accounting, and tax services with a problem-solving mindset through every stage of your life and the life of your business.
You need a business plan because most venture capitalists (VCs) and all banking institutions will not invest in a startup or small business without a solid, written plan. Not only does a business plan help you focus on concrete objectives, but it gives outside party's reassurance that you’ve thought ahead.
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At Shared Prosperity, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.
A Charitable Investment Pool (CHIP) is formed by a group of charitable nonprofit organizations that pool their funds together for common investment purposes.
Your organization is about more than numbers – it’s about enhancing your mission, providing opportunities, and improving your community.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities.
At Shared Prosperity Financial, we focus on building close client relationships that add long-term value.
Compilations are usually requested for internal purposes and are based upon information provided by a company's management.
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership.
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.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming.
Your business entity has a large impact on your taxes and other liabilities.
QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs.
Shared Prosperity Financials payroll services can help you reduce the time spent on administration.
Good cash management can improve a company's liquidity, reduce costs, and increase profitability.
