Business Management

At SRG, you can say we’re in the accounting business, but that’s really only the beginning. We’re experts in working closely with clients to create strategies to help grow your business, while growing your net worth by supervising and managing the day-to-day financial affairs and business concerns..

We think beyond traditional tax and accounting, and help clients to see and understand the full financial landscape of their business affairs. The SRG Team blends an extremely high level of technical accounting and tax expertise with proactive business management strategies to help build and grow our clients’ businesses.

The SRG Team knows business, because we come from business. Our top advisors have served as CEOs and CFOs of highly successful corporations. This experience allows our team to create innovative and entrepreneurial strategies to help our clients succeed, whether their goals are tax minimization and financial security, or profit maximization and rapid growth.

Here’s just a sampling of some of the management consulting service we offer:

  • Cash Management & Financial Planning
  • Insurance Coordination – Personal, Commercial & Health
  • Investment Guidance
  • Tax Planning & Preparation
  • Payroll
  • Banking
  • Bookkeeping/Check Writing
  • Implementing Retirement/Pension Plans
  • Real Estate & Large Asset Purchases
  • Estate Planning

Many accountants will claim business management and expertise as an area of expertise, but how many of them have actually served as CEOs and CFOs of successful businesses? At SRG, we’ve got the experience and expertise to back it up with proven track records of developing success strategies for business protection, business growth, and business succession.

We believe that accounting and tax services are very important, but at SRG, those are just the beginning. At SRG, we Think Beyond The Books™.


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