Perhaps the story of our clients from back in 2003 best sums up our abilities. Three hotel owners reached out to us asking for financial services support for growing their business. At the time, they had eight hotels and their goal was to grow and expand far beyond that.
With our help, this is precisely what happened. We got the hotel owners through many obstacles until they became proud owners of more than 150 properties.
We were there every step of the way to support the hotel owners. We assisted in just about all major decisions and processes. These included purchases, cost segregation studies, and 1031 exchanges. We were there for the boom-and-bust period that the hotels went through in 2004-2008.
And we helped them to come out at the other end.
Even after they got through the toughest times, the hotel owners still relied heavily on our help to keep growing. In the beginning, we were only doing tax returns for the owners. But soon we added more services and started offering comprehensive assistance. Today, our clients are enjoying astronomical success.
We have extensive knowledge of computer software and modern solutions. We blend this with our vast knowledge in finance to help businesses from many different industries. Still, our primary area of focus is hotels and motels that need help in navigating a complex industry.
We guide our clients through every step of their journey. We are there to help with everything from purchasing new property to eventual sales and reinvestments. Our goal is to help the client grow and build a sustainable business.
We help clients with a range of issues, including:
- Online bookkeeping via QuickBooks Online
- Payroll processing
- Income tax planning & preparation
- Cashflow analysis
- Budgeting
- Financing assistance
- Monthly dashboard financial reporting
- Sales tax audit analysis
- Property tax analysis
- Retirement planning
- Valuation
- Debt restructuring
…And so much more besides! Ultimately, our goal is to help you create the business that you always imagined owning.
