Freutchey Tannenbaum

We are a premier accounting and financial services firm dedicated to helping individuals, businesses, and organizations achieve their financial goals. Our commitment to excellence is built on three core principles: professionalism, responsiveness, and quality. We strive to provide our clients with exceptional service, tailored solutions, and expert guidance every step of the way.

Our Team

Our team consists of highly qualified and experienced professionals with a diverse range of expertise. Each member is passionate about delivering outstanding results and building long-lasting relationships with our clients. We combine our collective knowledge, skills, and energy to provide personalized attention and comprehensive financial solutions that meet the unique needs of each client.

Services for Individuals

We understand that every individual's financial situation is unique, and we offer a comprehensive suite of services to help you navigate the complexities of personal finance. These services include:

• Personal Financial Planning: We work with you to develop a personalized financial plan that aligns with your goals, whether it's saving for retirement, purchasing a home, or funding your children's education. We analyze your current financial status, assess your risk tolerance, and create a roadmap to help you achieve your financial aspirations.

• Estate Planning: Protect your legacy and secure the financial well-being of your loved ones. We guide you through the process of creating an estate plan that includes wills, trusts, and other essential documents, ensuring your wishes are carried out and your assets are distributed according to your intentions.

• Elder Care: Providing compassionate and expert financial guidance to seniors and their families. We assist with a range of elder care issues, including long-term care planning, Medicaid eligibility, and estate management, ensuring a smooth and secure transition into the next phase of life.

Services for Businesses

We are dedicated to empowering businesses of all sizes to achieve financial success. Our comprehensive business services encompass the following:

• Small Business Accounting: Streamline your financial operations and gain valuable insights into your business performance. We provide ongoing bookkeeping, financial statement preparation, and tax preparation services tailored to the unique needs of small businesses.
• Payroll Services: We handle your payroll processing efficiently and accurately, ensuring compliance with all applicable laws and regulations. From calculating wages and deductions to generating paychecks and filing necessary reports, we take the burden of payroll off your shoulders.
• Part-Time CFO Services: Gain access to the expertise of a dedicated CFO without the full-time commitment or expense. We offer fractional CFO services to provide strategic financial guidance, budgeting and forecasting support, and financial analysis to help your business grow and prosper.

• Audits, Reviews, and Compilations: We provide a range of assurance services to meet your specific needs, ensuring the accuracy and reliability of your financial statements. These services include audits, reviews, and compilations, which provide varying levels of assurance to stakeholders.
• Cash Flow Management: Optimize your cash flow and maintain financial stability. We analyze your cash flow patterns, identify potential shortfalls, and provide strategies to improve liquidity and ensure your business has the resources it needs to operate effectively.

• Bank Financing: We assist you in securing financing from banks and other lending institutions. Our team understands the intricacies of loan applications and works with you to prepare a compelling case to maximize your chances of approval.

• Business Valuation: Determine the fair market value of your business for a variety of purposes, including mergers and acquisitions, estate planning, and shareholder disputes.

• Strategic Business Planning:

Develop a clear vision for the future of your business. We guide you through the process of creating a comprehensive strategic plan that outlines your goals, target market, competitive advantages, and growth strategies.

• Succession Planning:

Ensure a smooth transition of leadership within your business. We help you develop a succession plan that identifies and prepares key individuals to take on leadership roles, safeguarding the continuity of your business.

• New Business Formation:

We assist in establishing your business entity, from choosing the right legal structure to navigating regulatory requirements.

• Non-Profit Organizations: We provide specialized accounting and financial services tailored to the unique needs of non-profit organizations. This includes financial statement preparation, grant accounting, and compliance with regulatory guidelines.