Services

Ed Lloyd & Associates, PLLC is a full service accounting, management consulting and financial services firm.  We focus on providing value to your business as it grows from a start-up, to a successful business, and as the business transitions to the next owners of the business.  Each phase in the life of your business has different challenges and we are here to assist you with these challenges.

We recommend that every business owner read 'The E-Myth Revisited' by Michael Gerber available at www.amazon.com and other bookstores.  

We provide services in the following areas:

TAX SERVICES 

• Tax planning, tax preparation, IRS and state tax department representation - For businesses and individuals

• Tax reduction and asset protection strategies - For business owners

• Cost segregation study - Increase the current depreciation expense on your building.

FINANCIAL STATEMENTS AND ACCOUNTING

• Accounting and bookkeeping services

• Auditing, Review and Compilation services

ACCOUNTING SOFTWARE

• QuickBooks - Setup, training and support

• Accounting software overview - Which product is suitable for you?

• Construction Accountng

INDUSTRIES WE SPECIALIZE IN

• Commercial Businesses

• Construction

• Family Businesses

• Professional Services Firms

• Real Estate

• Property Management

MANAGEMENT CONSULTING

• Business Analysis - This report addresses your liquidity, profits and profit margin, sales, borrowing, asset management and employees.  Your strengths and weaknesses are ranked from 1 to 100 and compared with your industry and current performance.

• Business Succession Planning

• Grow Your Business newsletter - E-mail subscription to our clients and friends packed with ideas on running a better business.

• Management Consulting and Business Development Services

• Effective Financial Management - A workshop specifically developed for business owners that explains the meaning behind critical financial concepts from production to marketing to finance.

• Business Getting Results - One-on-one meetings to discuss ways to improve your current business.

• Our philosophy on consulting services See the outline of our Business Development program.  Check out the 4 ways to grow your business!

• The RAN ONE Advantage

MERGERS & ACQUISITIONS

• Business Assessment

• Due Diligence

BUSINESS VALUATIONS 

• Business valuations

INVESTMENT SERVICES

• Wealth Management - Investment services information

• Fee based Financial Planning

• Asset Allocation analysis 

Contact us for a complementary meeting to discuss the opportunities available for your business at (704) 544-7600.

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