Horizon Opportunities is the accounting, advising and creative side of Horizon Accountants. It is what we do outside of normal tax season. Our clients regularly ask us to assist with their strategic planning, offer input into their Company decisions and assist in developing action plans. Since we work mostly with small businesses and families we have become their CFO, financial advisor, tax planner and in some instances, pastor. We can perform the following:
Business Valuations: assist in buying or selling a business or financial asset by establishing a range of value for the transaction.
Portfolio Valuations: analyze an individual, family, trust or business investment holdings at a point in time. Our experience as a registered investment advisor provides experience in all types of market conditions, categories of investments and reporting on them.
Company Consulting: a package of services including a financial statement (including special framework statements) that we create, market analysis, business strategy advice, transaction structuring, coaching of sole owners and limited bookkeeping for smaller businesses without payroll functions. We do not offer payroll reporting but rather work with several area payroll professionals.
Individual Transition Planning: a type of planning that is mostly utilized for clients ready or planning for retirement or making major life transitions. We can provide coaching before, during and after the process of transition. We are uniquely qualified for this wholistic process with our investment and market expertise, pastoral guidance with emotional care and accounting background. The accounting background provides the expertise to plan clearly, communicate well, create a financial statement and plan, project cash flows that includes tax advice and structuring.