At
Hubert & Hubert, Inc. we understand that there are many
choices to make in an everyday business that may not be so
easy. We cater to each of our clients in way that works best
for them. We believe in helping you and your business to
succeed.
The self-appraisal
questions below will help you identify and analyze your needs
and perhaps show you ways that Hubert & Hubert, Inc. may
be of assistance.
Business Advisory
Services
Is
your accounting firm providing responsive and effective
business advisory services?
Is
your business advisor knowledgeable about all of your
business and committed to helping you attain your
objectives?
Does
your business advisor use a common sense approach to serving
you?
Can
your business advisor quickly adapt to your unique
business?
Business Planning
Does
your accountant assist you with business planning and
budgeting processes?
Are
you aware of how business plans can help you obtain financing
and better manage your business?
Does
your business plan meet the expectations of your board of
advisors?
Are
you receiving timely answers to your “what if”
planning questions?
Do
you have formal short-term and long-term
goals?
Do
you have information needed to enable you to efficiently
analyze the financial trends affecting your
business?
Business Tax
Planning
Does
your business structure- Limited Liability Company, Sub S
Corp., or Corporation- minimize taxes, both now and in the
future?
Are
you receiving creative and effective federal, state, and
local tax planning advice to help you minimize
taxes?
Do
you have a tax strategy which coordinates and integrates
business and personal objectives to meet your
needs?
Are
you identifying and taking advantage of available investment
and other tax credits?
Do
you adequately explore the tax implications of planned
transactions?
Do
you have a plan for the succession of the
business?
Improving Operating Results
Are
you satisfied with your operating
results?
Is
your organization structured to grow for the
future?
Do
you have the key people you need?
Are
your production and inventory systems operating efficiently
and meeting your needs?
Is
your distribution system meeting your customers’
needs?
Are
your operating and capital budgets
effective?
Can
you improve the management of receivables and inventory to
improve your cash flow?
Financial Growth
Are
you paying for long term assets with your short term
debt?
Have
you identified opportunities to generate additional funds
internally through better cash and asset
management?
Are
you aware of the sources of funds available to your
company?
Has
your accounting firm helped you determine and evaluate your
financing alternatives?
Accounting and Reporting
Services
Are
you spending too much time trying to comply with outside
reporting requirements?
Are
you receiving the full benefits of your financial
statements?
Could your objectives be
accomplished with a less costly review or
compilation?
Personal Tax
Planning
Are
you benefiting from professional assistance in preparing your
individual tax returns?
Do you have a family financial planning objective? Does it provide for flexibility and liquidity?
Have
you considered the positive effects of gifts and trusts in
your family financial planning?
Are
you aware of ways in which tax planning can assist you in
meeting your personal and family
objectives?
Does
your personal financial strategy take advantage of the best
timing of your income and
deductions?