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Our Value

Providing value is a critical component to a successful relationship with our clients.  We seek to add value that you can use immediately in the business.  Our value starts by our ability to understand the nuances of your organization.  This includes understanding the flows of operations in each department and also the composition of your staff, including both senior level and support employees.  We ask the right questions that enable us to pinpoint where changing the process will have a ripple effect on the outcome.  This is demonstrated through increased efficiencies, increased employee morale, a more educated work force, and utilizing all assets to their or its potential.   Our skills enable us to motivate and retain employees, be ardent problem resolution partners, and to train staff on other tools to ensure sound financial management. 

Tax Services

  • Filing Individual State, Federal, Partnership, and Corporate Tax may be overwhelming for most.  We can help you with all federal and state tax returns. 
  • We specialize in filing multiple returns, if you have prior year ta​x returns that need to be filed.
  • We find all the allowable deductions for Small Business Owners and Middle-Market Businesses. 

  • Specifically, for busy business professionals that need someone to take ownership to file your taxes, we are experienced and capable.  

Accounting

  • Do your financial statements tell the story of your company?  If not, they should. 
  • We can help you streamline accounting processes, so that the financial reporting is based on accurate and timely information.

  • Whether you need help improving efficiency or creating a cash flow statement, we can implement, train, and develop staff.

Consulting

  • Our agenda is your agenda.  We partner with you to understand your business and your future goals. 
  • After observation of current practices, we suggest changes, establish policies that will make a impact across the organization. 

  • Our value brings years of planning and development of strategy, fresh and proven ideas, and investing in employee development..

  • We seek to gain consensus and work with your team to adopt and implement efficient practices. 

Financial Planning

  • We spend time getting to know your family's goals to completely understand current and future financial needs. 
  • Our comprehensive financial review  is thorough and will encompass current investment and assess market exposure. 

  • Do you have the proper trust and estate plan in place?  We discuss wills, trusts, life insurance, etc.

  • We will also review your current Retirement Planning Strategy to ensure investments are inline with your goals and time horizon. 

Legal Services

  • We work with a number of legal professional and will provide referrals, as needed. 
  • Contract Review
  • Business Formation
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818.481.6492  |  info@KF​osterGroup.com

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