Financial Intelligence

Business Owners:

We take pride in the fact that we love math and numbers. Specifically, we understand numbers and know what they truly mean with respect to a company's financial health- it strengths and weaknesses. By providing unique and comprehensive financial perspectives as well as practical, effective real life practices, skills and strategies, small and large business owners can be assured that our team has their best interest in mind.

It's not enough just to understand financial statements and apply them to meet financial goals. We calculate critical ratios and we use tools to evaluate and analyze the return-on-investment (ROI) of big purchases you ordered to determine if they truly add value to your business or not. We work with each business owner helping them manage their working capital to improve the company's cash flow and profitability even in cases where there 's no change in sales or expenses.

The Art of Finance

Finance is as much an art as it is science. It can be said that accounting and finance are not reality; they are a reflection of reality, and the accuracy of that reflection depends on the ability of bookkeepers, accountants, and finance professionals to make reasonable assumptions and to calculate reasonable estimates. Many of the numbers on a business's financial reports are determined by a whole series of ESTIMATES and ASSUMPTIONS. What differentiate the finance professionals from the rest is the ability to assess and utilize those estimates and assumptions. We are trained to see how reports may be biased in one direction or another. This analysis and full understanding can help business owners make better decisions in the interest of their company's objectives and goals.

Our Challenge to you

If you are happy with your one-person shop and doing taxes with some computer software and running your business out of your checkbook. Continue doing what you're doing.

If you want your company to grow and be profitable, you need to embrace and understand the information in your company's income statement, balance sheet and the cash flow statement. Whether you want to get a loan or attract outside investors, lenders and shareholders not only expect to see these reports, they want to see them looking strong. This is where your relationship with your tax/financial advisor are essential and integral. It's a tough job. Sometimes the accountants and finance professionals have to quantify what can't easily be quantified. Sometimes, we have make difficult judgments about how to categorize a given item.

Tax and Financial Planning

Preparation of our clients tax returns is the culmination of on-going yearlong planning. Tax laws are constantly changing. In addition, life brings constant surprises and changes as well financial difficulties and obstacles that have become today's reality for many individuals and businesses alike.

Your financial planner should have the knowledge and expertise to efficiently apply complex and advance tax laws to your personal investment strategies and objectives.

Because what happens to one affects the other.

We use a team approach to ensure the quality and continuity of your planning. Tido Financial puts the same minds to work on all aspect of your planning. You will not have to explain your financial history again and again to a series of strangers. We will be your navigators for life.