• Accounting Services
• Consulting Services
• Tax Services
• Estate, Gift, & Trust Services

We are your ideal small- to medium-sized business partner. Our mission is to guide your through the maze of complicated business matters and help you identify the key performance indicators that will help you manage your business. As members of the Results Accounting Network, www.ranone.com, our accountants have the tools necessary to help you develop and improve your business performance.

There are four ways to grow your business:

• Increase the number of customers of the type you would like to have;
• Increase the average sales value;
• Increase the transaction frequency;
• Improve the systems necessary to manage your business.

William H. Bunch, CPA, PA has a comprehensive system to evaluate your business and help you grow your business. Call us at (919) 929-0595 or email us at info@WilliamHBunchCPA.com to schedule an appointment for us to learn about your business and show you how this process works with a brief PowerPoint presentation.

• Part-time CFO-Many businesses cannot afford a full-time Chief Financial Officer (CFO). Let us be your CFO and assist you with your financial decisions.
• Assistance with loan proposals and other financing issues is available.

As business advisors, we analyze your financial strengths and weaknesses and make recommendations to improve your company's financial performance over the long- and short-run. Our consulting arm will help you improve your business processes in simple and convenient ways, making your business more profitable.

We will provide your business with the following services, including:

• Analyze strengths, weaknesses, opportunities and threats. Lead business decision-makers through The Business Developer, a unique software program to help you analyze and build your business
• Calculate and review business potential and increase profits
• Perform activity-based costing and or management assessment of customer base and routines
• Conduct a Customer Advisory Board, a focus group that brings several customers together to determine customer likes/dislikes and ways that you can improve your services to encourage them to purchase more.
• Assistance with business start-up services, including advice on an ad hoc basis, or as a general business or financial advisor during the startup phase
• Lead management team through Business Development Program and Targeting Business Results
• Conduct annual planning session for key managers to set an action plan and goals for the coming year
• Set up executive trends report and instruct company personnel on monthly updating
• Assist non-financial owners and managers in the interpretation and use of financial statements
• Deliver "Building a Better Business" training program to gain insight into how to shape the future of the business through marketing initiatives
• Deliver "Phone Right" training to increase your bottom line using simple phone techniques
• Complete "Towards Awesome Service" training
• Deliver "Write Right" training program to help you create corporate communications and marketing materials
• Implement Quickbooks® into your business

Individual Planning Services: Our mission is to guide you through the maze of complicated investment planning decisions. What are your personal financial goals? How much is your net worth? How do changes in tax laws affect you financially? What can you do to minimize income, payroll, property and estate taxes? We can help you prepare a comprehensive financial plan and work with other advisors to help you meet your goals.

Our accountants can help you use Quicken® software to effectively monitor your finances. We have learned many tips and shortcuts that will help you become proficient in analyzing your financial situation. In addition, our experience with banking can help you minimize data entry time.

Personal Financial Consulting Services: Your CPA can be an integral partner in the financial consulting process, helping you plan for your financial future by assisting in analyzing your current situation and your goals. Involving your CPA in major financial decisions can help you avoid mistakes that can impact your future by taking into consideration all of the tax ramifications of financial decisions. Helping with financial consulting is one of the ways our CPAs can guide you and your family through the financial maze. For more information, contact our office or call 919-929-0595.

William H. Bunch, CPA, PA
102 Market Street, Suite 200
Chapel Hill, NC 27516
(919) 929-0595