ColeyDocter Inc

"Many people avoid writing a will or creating a trust at all due to procrastination or superstition surrounding death, experts say. But reframing the estate planning process as leaving a positive legacy, rather than just distributing assets after death, can help clients take on a more compassionate long-term view." Questions about estate planning? Contact us at (858) 794-9700 to discuss your options. https://cnb.cx/3O4Yon0

The first step to year-end tax planning is to develop a base case. Ask us to prepare a pro forma 2024 tax return for you as this information will help you understand your current tax situation and how that could change depending on what you do from now to year-end. To get started, contact us at (858) 794-9700.

Concerned about you or your business being audited by the IRS? If you've documented everything, there’s no reason to freak out. Audits are mostly about seeking documentation, not making accusations. Stop being your own accountant. Talk to us today at (858) 794-9700 about how our comprehensive service can benefit your business! https://bit.ly/3O0Ocfv

A customer-focused business culture places the customer at the center of all your business decisions. This strategic approach helps your business build brand loyalty, customer satisfaction, and eventual business success. Have you incorporated any of these tips into your organization’s culture? https://bit.ly/3vtwKKp

As the end of the year approaches, it’s important to have all your accounting ducks in a row and maximize your deductions to make tax-smart investment decisions. This helpful guide can keep you on track to ensure you have all your finances in order. Contact us at (858) 794-9700 for all your tax-related needs - we are here to help you! https://bit.ly/48PeavR

To be successful, a risk management plan must meet legal, contractual, internal, social and ethical goals. There are three steps to follow in order to achieve these goals. They are: 1) risk identification; 2) risk analysis and assessment; and 3) risk mitigation and monitoring. Risk identification means finding and documenting risks to the organization. Risk analysis and assessment requires determining the probability of a risk and the potential outcomes. Risk mitigation involves developing methods and finding options to reduce the harm that can occur. Need help with your business? We've got you covered. Contact us today at (858) 794-9700

Where is your business' money coming from and going? Cash flow statements exhibit this and are divided into three categories: operating, financing, and investing. For help preparing or analyzing your cash flow statement - for example: are your assets paying off? - contact us at (858) 794-9700.

Being able to budget is a powerful financial tool that helps you gain control over your spending and achieve money-wise goals. This fundamental is easy to achieve with the right strategy that promotes the ongoing process of financial success and security. https://bit.ly/47ZrBaM

As a business owner, you don't want to get blindsided by any financial catastrophy. That's why having a risk management plan can better prepare you for anything that negatively affects your business. By applying the right resources and tools, you can minimize, monitor and control the negative events while focusing energy and attention on how to respond. If you're looking for the right help with your business, you've come to the right place. Schedule your first appointment with us today at (858) 794-9700

A company's financial statement preparation is governed by its accounting policies. Accounting principles are a set of guidelines that a business should follow. Nevertheless, the framework is quite adaptable and the business' management team can select particular practices that improve the company's financial reporting. A company's specific rules are crucial because accounting standards can be lax. Examining a company's accounting practices may determine whether the business is aggressive or conservative when reporting profits. ??: (858) 794-9700