Freemon, Shapard & Story provides services to start-up companies as well as growing and maturing entities.
Our staff is very proactive and quick to anticipate needs or respond to requests. We customize our services to each client and do not attempt to fit your needs with someone else's answers. Our management advisory services include areas such as obtaining financing, budgeting, cash flow planning, compensation and benefit planning, strategic analysis and planning, mergers and acquisitions, transfers of businesses to family members, and sales and purchases of businesses.
We have experience in these areas for almost all industries and forms of organizations in this region. Due to our extensive estate planning and compliance department, we are also able to provide unique planning advice for generational transfers of small to large family businesses.
We offer a comprehensive range of accounting services, including audits, bookkeeping, tax preparation and planning, advisory services, and more. Our goal is to meet the diverse financial needs of our clients, and we are committed to providing our clients with the highest level of service.
We aim to serve as your most trusted advisor in all aspects of your accounting and financial needs. Our services are designed to add value as you navigate the many demands of life. We want to lighten your load and provide you with confidence that you have an advocate in your corner. We understand that your time is money, and we want to help you save both.
Our work is time-based and charged by our hourly rates. The complexity and size of your engagement, as well as your specific needs will factor into your final fee.
We can provide you with an initial fee estimate to establish a clear expectation and understanding of our pricing structures and what you can expect. You deserve to have a clear picture of what you’re investing in, and we are committed to making sure you do.
Yes, we offer an initial consultation to discuss your needs and provide an overview of our services. During this consultation, we will also provide an understanding of our fee structure and an initial quote.
You just need to contact us to get started.
Yes, we are currently working with new clients for tax years 2023 and forward.