Additional Services
Personal Financial Statements
Personal Financial Statements are documents that contain general information about an individual as well as information about their current financial status. Most commonly this is referred to as a Statement of Net Worth as it includes a breakdown of total assets and total liabilities. These are frequently requested when applying for credit. At Avior Tax & Accounting, we can prepare your personal financial statement, no matter the need.
Financial Forecast and Projections
A financial forecast is an estimate of the future financial status of a business based on the historical financial data. These are used to provide business owners with information about what the financial outlook of the company is likely to be. A financial forecast is likely to be requested by banks and other investors.
A projection takes the financial forecast and adds in a “what-if” scenario. Projections contain hypothetical events and help the business owner to see how things could turn out. We are asked to do these for various reasons such as: buying a business, estimating how a specific event would affect the bottom line, tax consequences of a specific event, evaluating the sustainability of the current business, etc.
Due Diligence
Fraud Services
With a Certified Fraud Examiner on staff, we are able to assist our clients in detecting fraud by evaluating their accounting procedures for vulnerabilities, evaluating internal controls, determining the extent of fraud risk, interpreting financial data, and following up on fraud indicators.
Meet
Your Team.
All of our advisors care deeply about getting to know who you are and what you care about. Because we understand that the things we are helping you care for go far beyond your wealth. Your advisor will be your guide throughout the process, and you’ll also have a whole team of experts behind you. We value working together and collaborating as a team so we can use each advisor’s expertise to get the best results possible. The time, care, and intention we put into our relationships with our clients and building their plans with integrity and excellence are why many of our clients feel we’re more than their advisors… we’re honored to often earn the title of trusted friends and confidantes.
Expert Financial &
Wealth Management Information
It's our goal to stay on top of trends & strategies, while educating and sharing with our clients.
When Should a Business Owner Start Succession Planning?
The short answer is earlier than you think. Most business owners spend years perfecting their operations, building client relationships, and growing revenue. Succession planning, though,…
Read More
How Insurance Fits Into a Larger Financial Plan
Most people buy insurance the same way they buy smoke detectors. They check the box, toss the paperwork in a drawer, and hope they never…
Read More
How to Align Beneficiary Designations With Your Estate Plan (Avoid These Mistakes)
A well-drafted will or trust can take months to finalize. You work with attorneys, weigh every scenario, and spell out exactly how you want your…
Read MoreGain Control of Your Financial Future
At Avior, we build comprehensive financial plans with great intention and care, always with the aim of helping you achieve what matters most to you and those you love.