Services:

At Greenwood Financial & Consulting, PLLC, we are proud to offer you our services in the following areas:

  • Financial Statement Preparation (Reviews and Compilations)
  • Tax Return Preparation (Businesses, Individuals, Trusts and Estates)
  • Estate Planning (Wealth Preservation and Transfer)

Business Consulting Engagements

  • Purchases and Sales of Closely Held Businesses-Assisting Clients in a "Team Approach" with their professional advisors.
  • Facilitation of Shareholder Dispute Resolutions and Buy-outs.
  • New Business Start-Ups (Entity Selection, Tax Planning, Placement of Financing, Reporting, and Accounting Systems).
  • Business Finanacial Planning (Projections, Forecasting, & Budgeting).
  • Industry Benchmarking and Financial Statement Analysis for small- to medium-sized closely held businesses.
  • Payroll Preparation and Processing.
  • Business Retirement Plan selection and facilitation with various investment advisors and third party administrators (TPA's).

If you have any questions regarding the services that we provide at Greenwood Financial & Consulting, PLLC, please feel free to contact us.

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