Trent R Prins

read moreIt's families and futures. Understanding people and their finances isn't about making assumptions and applying categorical solutions. It's about real relationships - listening to people, understanding their needs and helping them reach their financial goals. In these uncertain times, we've partnered with highly respected industry experts to provide you with accurate, up to date information you can rely on.

read moreWhen you ask a bank for a business loan, you want to present as perfect a proposal as possible By requesting a business loan without adequate preparation, the lender automatically assumes that the request is a high risk. At Woltman Group, we know what your lender is looking for and our proposals have a high likelihood of success because they're created from the lender's perspective. Concisely stating the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for and why its needed.

read moreCompilations don't require inquiries of management or analytical procedures, but instead rely on our knowledge of accounting principles and our general understanding of your business. Compilations contain financial statement information that is the "representation of management" and express no opinion or assurance on the statements. Banks often require compilations from an independent CPA as part of their lending covenants.

read moreAlthough QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate. All information necessary to setup manual accounting records is also necessary to setup and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year. An expert can easily answer all of these questions and complete the initial Setup and Installation in a timely manner.

read morePlease take a look at these shortcuts and "tricks of the trade" designed to save you time and make your QuickBooks experience even more productive. When filtering reports in QuickBooks, you may want to select most of the items on a particular list, but not all items to appear on your report. First choose the "selected" option from the list (selected accounts, selected names, etc). Normally you would check each item that you want to appear on your report. To allow the sharing of your QuickBooks file, your best option is to have a computer network in place.

read moreSeven out of ten family-owned businesses fail to survive the transition from founder to second generation, typically falling prey to estate taxes, family discord, or even both. While this topic can be uncomfortable, succession planning should be a priority for any family business. At Woltman Group, our proven ability to help develop well-designed succession plans that ease your business into the next phase of its successful existence.

read moreAny proposition, from negotiating a merger to attempting to resolve disputes associated with liability, is dependent on the value of your business. Business valuation can be tricky to estimate, as they are solely based on judgment, experience and relevant information. A qualified professional with significant experience in evaluating all types of organizations is often needed to determine the exact value of your business. As qualified professionals, our approach is to intimately know your business in order to analyze your operations and historical financial data.

read moreAppropriate controls are needed to ensure proper handling of resources and to protect your business from employee theft. We evaluate your company's operations and internal control systems to determine the efficiency and effectiveness of your operating procedures. We correct any inefficient or ineffective operating procedures we find, and in turn, make recommendations that help your company become stronger and more profitable.