Advisory Services

Clark and Cassidy is not your average accounting or CPA firm. We thrive on problem solving for our clients. It all starts with your unique Advisory Package.

Depending on your circumstances, your individualized Advisory Package might include:

  • Coaching
  • Business Operations and Documentation
  • Entity Structure Planning
  • Strategies to Enhance Tax Efficiency
  • Company Fringe Benefits
  • Education Savings and Income Shifting Strategies
  • QuickBooks Training

Once fully implemented, we continue our coaching with an annual Maintenance Package:

  • Tax Preparation
  • Accounting Services
  • Payroll & Sales Tax Services
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