SERVICES

Planning is the key to successfully reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. We're meticulous in how we prepare our clients' tax returns and help them to understand what the information on their returns means to them. 

Our Firm has completely embraced cloud accounting.  With the advancements in artificial intelligence over the past few years, we now have the ability to automate our clients' accounting with systems such as Quickbooks Online, Bill.com, and ADP, among others.  We are able to link these automated tools to help provide more comprehensive and accurate information, using real-time numbers, allowing our clients to make more informed decisions, like never before. 

The capabilities and solutions available with cloud accounting are endless, and the team at Citrine has the knowledge and expertise to not only streamline and simplify our client’s accounting system, but to advise and consult with them on what the numbers mean, and how they can use their up-to-the-minute financial data to help grow their businesses. 

Some of our Advisory Services include:

• Accessibility to financial data, anytime and anywhere
• Customizable reports with real-time numbers
• Advanced tax planning
• Cash flow management
• Financial strategy
• Budgeting/forecasting
• Virtual Controllership
• A/R - A/P analysis

We believe that earning our client's trust is paramount to building a successful relationship.  We continually strive to build on this trust, so that our clients can focus on doing what they do best, while we help to manage their business behind the scenes. 

We aim to provide a concierge approach to our services to meet the unique needs of each of our clients. Our team assists with the supervision and management of day-to-day activities while working with you to formulate goals, develop strategies and long-range planning. We work with your advisors including, Managers, Agents, Bankers, Lawyers, Investment Advisors, Estate Planners, and Insurance Professionals to help you meet your current and long-term goals. At our core, we provide timely information that helps you make informed decisions.

We believe that earning our client's trust is paramount to building a successful relationship.  We continually strive to build on this trust, so that our clients can focus on doing what they do best, while we help to manage their business behind the scenes. 

We aim to provide a concierge approach to our services to meet the unique needs of each of our clients. Our team assists with the supervision and management of day-to-day activities while working with you to formulate goals, develop strategies and long-range planning. We work with your advisors including, Managers, Agents, Bankers, Lawyers, Investment Advisors, Estate Planners, and Insurance Professionals to help you meet your current and long-term goals. At our core, we provide timely information that helps you make informed decisions.

Some of our services include:

• Banking, including reconciliation of accounts, deposits, and bill pay
• Budgeting and cash flow analysis
• Financial and Lifestyle planning
• Regular communication, and coordination, with representation, ie, Agents, Managers, etc
• A/R / A/P tracking 
• Provide regular income/expense activity reports
• Financial statement preparation
• Risk management 
• Payroll and coordination of employee benefits
• Tax planning and preparation
• Retirement planning
• Estate planning
• Generational wealth planning