Providing Accounting and Legal Services for Companies and Individuals in the Greater Twin Cities Area

Financial
Accounting

GAAP Financials, Forecasting/Budgeting, Human Resources, Deferred Compensation Planning, Financing, Capital Acquisition and Management, and Financial Planning. 

Industries served: Technology, SaaS, Distribution, Real Estate, Non-Profit, Professional Services, Retail Aviation and others.

FULL SERVICE ADVISORY AND FUNCTIONAL SERVICES

Financial and legal background with significant hands-on experience with organizational planning and corporate governance work, systems set up and review, financial reporting, tax compliance, human resources management, budgeting and forecasting, finance/capital raising or restructuring, corporate governance and all areas eventually under the responsibility of a full time CFO.

We advise and offer services for tax planning, compliance, insurance, business transition planning and exit strategies. We can set up or restructure your initial accounting and information reporting systems, prepare and provide monthly financial reporting, prepare your tax filings, review and advise on corporate governance and updates, assist with financial forecasting and all areas of corporate accounting. We can also fulfill the role of in-house legal counsel. 

ENTREPRENEURIAL PRIVATE AND
PUBLIC COMPANY SERVICES

We engage with founders for all organizational aspects including entity selection, accounting systems, payroll, financial reporting, and financial forecasting. We work with founders to prepare your company for private or public funding rounds, including documentation and support. We are experienced working with investment bankers executing private and public funding rounds, and with creditor banks, initiating or restructuring working capital lines. We can assist in the process of hiring full time accounting and HR staff, and ultimately we can help you engage a new full time CFO. We are experienced working with entrepreneurial companies from the initial start-up phase through Company sale, merger, IPO or other exit.

REAL ESTATE ENTERPRISES

We offer engagements for financial and legal functions related to entity set-up for real estate purchase or leasing, all financial and tax reporting. We can handle financial contract negotiation or refinancing, financial and legal support of your real estate sale.  Mr. Bequette's goal is to use his extensive experience with large real estate investments to help you best understand your financial status throughout investment ownership so you can make the best strategic decisions, and to help you maximize your profit.

INDIVIDUAL AND FAMILY SERVICES

We work with individuals and families for financial planning; tax planning and tax preparation, family ownership planning, non-profit and estate planning. Tax laws are increasingly complicated and even filing a basic return will benefit from the use of modern tax software with the edge of an experienced tax professional. We offer tax preparation services for everyone from students to high net worth individuals.  

Of value to many people, we offer a complete financial and estate planning program that includes an easy-to-use analysis of your net worth and your investments to better assist you in financial scenario planning. We can customize our work to best support your understanding of your financial position and potential strategies to support your objectives.  My goal is to help both of us understand your tax position in order to plan for tax minimization. 

We assist and advise on family gifting, trusts, retirement planning and family business transfer.  My goal is to help you clearly see the big picture so you can better grow and manage your net worth.    

We can help you with: In House Legal, Human Resources, Special Projects. Mr. Bequette is an experienced Estate Executor and can serve you and your family in this capacity.