Business Formula for Financial Freedom   Vision Culture, changing markets, products and people all play into a company's vision for the future. Clarity of vision makes the difference between growth and survival. In the 20 years of our team supporting North Carolina's companies, we feel fully confident in our ability to assist you in developing a progressive yet realistic vision for your company. Business Plan Year in Review Startups Strategy Expert analysis of how your company's books map to your objectives is mission critical to how you protect, manage and grow your company's worth.  Markets and economies change.  Gregory & Associates will help you yearly, monthly and sometimes daily, map out financial strategies and tactics that work to your firm's fiscal advantage. The depth of local experience in advice can become a key strategic weapon for competitive growth. Financial Plan Cash Flow Analysis Growth planning Protection A great CPA is critical to protecting your strategy for financial success. Money and assets need to be protected from taxes, compliance regulation, wrong choices and even divorce. Gregory & Associates are expert in diminishing your risks for disaster, financial erosions and unnecessary losses from taxes. Corporate Review Audit Comprehensive multi/state Tax Services IRS Services & Representation Operations Operational outsourcing and reviews allow owners to focus on their business with more time and less worry about surprise hits and unnecessary risks. Control over business accounting and inventory is control of the business. Uncertainty is a business out of control. Payroll All Accounting processes Fully computerized   Assets Asset building is wealth building in any company. Assets need to be protected from erosion and they need to be setup to grow. Investment management Retirement Asset management     Cash Flow Cash flow is critical to the maintenance and growth of a company.  Insufficient working capital is a problem for many new businesses and strategy to control cash flow must be maintained vigilantly.     Accounting    Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following: General ledger & financial statement preparation Bookkeeping - monthly, quarterly, annually Accounting system setup for new businesses and acquisitions Business tax return preparation Sales & Use Business Property Employment Tax   Profit Enhancement Growth for growth's sake is not enough.  Our experienced professionals can assist you with a variety of profit enhancing initiatives including: Preparing and reviewing business plans Financial projections Operational reviews Strategic planning   Family Owned Business We understand the unique needs and specific dynamics of the family owned business.  We can assist with tax advice, financial consulting and succession planning for various structures of the family owned business.     PrimePlus PrimePlus is a unique customized package of services designed to help older adults maintain their lifestyle and financial independence.  Whether you want the freedom and security that comes with using our personalized in-home bill paying services or the comfort of having experts help you find appropriate housing and care for an older family member, we can help you plan and manage the financial and care giving complexities of long term care.       PrimePlus Services is Here to Help You: ·         Make the right choices ·         Live your life the way you like it ·         Make important decisions like: ·         Where will you live? ·         How will you live? ·         Will you be able to have the lifestyle you want?   PrimePlus Financial Services ·         Daily money management and bill paying ·         Submitting claims to insurance companies ·         Confirming the accuracy of provider bills ·         Protecting clients from financial predators by monitoring disbursements   PrimePlus Consulting Services ·         Tax planning ·         Estate and gift planning ·         Succession planning ·         Planning for housing and support service needs ·         Planning for declining competency ·         Planning for the death or disability of one or both spouses ·         Evaluating alternative costs of retirement communities and other housing ·         Evaluating long-term care insurance needs   PrimePlus Tax Compliance Services ·         Individuals ·         Estates, gifts and trusts   Eldercare Services Services selection, coordination and management Monitoring care plan    Referral to care management, medical and evaluative services Understanding the options before care is needed can enable families to make wise decisions for the future.  Families need to understand the types of long term care living arrangements available, and the options available to pay for long term care.  A comprehensive planning approach helps families evaluate needs and appropriately allocate resources to meet them.                   Our Firm Also Offers: Accounting system installation Overhead and profitability analysis Capital formation Loan proposals Compensation planning Business plans Personnel search Business valuations Family business advice.