Accounting - , , United States
Local Knowledge is a CPA Accounting and Taxation practice that provides tailored solutions for our clients. The practice provides a family office approach to accounting, taxation and business advisory to ensure a valued added solution is provided. With a small professional team of accounting professionals the business can provide the client dedicated approach required. We provides our clients with our inhouse purpose built software with rules based engine to assist with business planning, integrated spreadsheets, and presentation tools, data scorecards, operations manuals and pitch documents to centralise information for improvement of our clients business. We provide tailored advice solutions for our clients. Our company provides a solution for the trusted advisor or for the self directed client. This can be the accountant, financial planner, banker, family office, business coach or consultant. The list is not limited to just those mentioned. Our solution provides scheduling, preformatted pitch presentation, customisable business plan structures, simple operational manuals, custom analytical scorecards, online presentation tools and rule based forms engine. With the ability to provide customisable fields for analysis and review our business tools assist with forecasting, planning, reviews, due diligence, loan preparation, operational reviews, with many other features that can be reviewed. It can be used just to test ideas or model new scenarios. As a online solution, access via the web can be customised for various users, including staff, bankers, advisers, accountants. No limit to the various combinations that be used.
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