D & E Services

Financial Analysis

  • Financial reporting
  • Bank reconciliations
  • Key Performance Indicators

Bookkeeping

  • Payroll requirements
  • Analyzing financial statements
  • Government remittances
  • Undertaking cash flow analysis

Business Consulting

  • Succession planning
  • Business acquisition
  • Business financing
  • Business valuation

Tax Preparation & Planning

  • Tax planning and consultation
  • Tax returns
  • Income tax planning
  • Asset protection

Management Advisory

  • Payroll services
  • Investment accounting
  • Trusts & Charitable entities
  • Executor services

Business Entity Selection

  • Cash collection
  • Effective payment policies
  • Obtaining appropriate lines of credit
  • Personal financial calculations

Our Specialties

Our exceptional team of high-performing professionals has had the pleasure of working with a vast number of entrepreneurs across many industries. In doing so, we have learned from all our clients’ related experiences and received the opportunity to share our knowledge with our clients.

We enjoy taking on new challenges, utilizing these ongoing learnings and insights to develop new cutting-edge services to support our clients’ future success.

 

“Any difficult task seems easier if you break it down into manageable steps.”

– Unknown – 

"The word accounting comes from the word accountability. If you are going to be rich, you need to be accountable for your money. "

– Robert Kiyosaki – 

"Accounting rules give financial institutions flexibility about when they choose to recognize venture capital profits."

– Alex Berenson – 

Get In Touch

Get In Touch

Address

1234 Divi St. #1000
San Francisco, CA 94220

Phone

(255) 352-6258

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