Business Management Services

Position Your Business for Success

From small start-ups to larger established corporations, having a strategic business plan in place, and the resources to manage that plan, makes all the difference between succeeding and merely surviving. The experienced team at AGL has helped hundreds of businesses like yours manage all aspects of running a successful company. 

 

Just starting out? We can help you choose the right entity for your business, set up your bookkeeping and payroll as well as offer advice on running an efficient company. Have you been running successfully for a while? We can help you create tax strategy and review financial statements so you understand just how well you are operating and where improvements can be made. 

 

On top of that, we have a team that can take some of your day-to-day financial tasks off your hands. This allows you to focus on your highest and best use while knowing that your financials are managed by an experienced and thoughtful team. 

 

Ultimately, we want to partner with you to create a plan that culminates in the goals you set, put in motion the steps needed to reach those goals, and help you manage, and adjust, it as needed.

What We Do

  • Entity selection and creation
  • Payroll setup and management
  • Cash flow management
  • Tax strategy, planning and compliance
  • CFO services
  • Investments
  • Bookkeeping
  • Estate planning
  • Succession planning
  • Mergers and acquisitions
  • Audits and reviews
  • Internal controls

Who We Serve

  • Corporations
  • Partnerships
  • S Corporations
  • Non-profits & tax-exempt entities
  • Estates & trusts
  • Associations & foundations

Your business management guide

Jim Leutenegger is a tax partner with more than 20 years of experience of providing tax consulting and compliance services to small and middle market businesses.  Jim has extensive experience working in the technology, professional services, distribution and light manufacturing industries operating in all 50 states and with considerable inbound and outbound transactions worldwide.

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