Professional Services Firms
At Wright Griffin Davis, we offer customized accounting services for any individual or business where a service is the principal “product” sold. Such clients might include doctors, dentists, marketing service providers, IT companies, or any business where employee costs are the most significant item on the income statement.
Specifically, we'll provide tax planning, retirement planning, employee benefit planning, succession planning, strategic planning, and estate planning. Whether we can assist you in creating a new business or growing an existing one, our goal is to help you build your net worth and achieve your financial goals most efficiently and effectively.
Since Wright Griffin Davis is itself a professional services firm, we feel we're uniquely suited to helping clients in this area. Indeed, we've already addressed many of the same problems that these clients will likely face:
Strategic Planning – we can assist with business operations, growth plans, and the like, thereby helping the business to operate more efficiently.
Employee Benefit Planning – because we understand that a professional service firm's human resources are crucial to its success, we can design attractive employee benefit programs that help improve retention. We can also advise you as to the many tax benefits in this area.
Succession Planning – when the time is right, we can help develop an appropriate plan for continuation or sale of the business, especially upon the owner's retirement. In doing so, we can help ensure that the owner reaps the full value of the business. In addition, we're experienced in working with multiple owners to develop buy/sell agreements that ensure an orderly transition of the business.
Estate Planning – if you're a business owner, we can help you identify your goals as you transfer your wealth to the next generation. Our services include planning for estate taxes, and planning for the financial security of you and your family members.