Your Needs
The services we offer at Moquist Thorvilson Kaufmann & Pieper LLC are all about you! Look over the scenarios below and see if any of these sound familiar. Click “[ + ]” to explore how MTK matches our services to your needs.
Assurance
| I dread the day my auditors arrive… |
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Our emphasis on advance coordination and planning reduces the stress and time burden on your staff so that the actual audit is focused, efficient and dare we say, fun?
| Our auditors have no personality… |
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We enjoy our work and it shows in the easy way we relate and add energy to your staff.
| We train a new team of auditors every year… |
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Seeing the same clients each year is part of the reason our talented team enjoys the audit process and provides such effective recommendations. We are among industry leaders in employee retention and technical skill.
| I’m concerned about my risks as a
401(k) plan sponsor… |
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Our peer reviewed industry certification combined with hands-on experience in the design, management and monitoring of qualified benefit plans gives you a solid partner to assist you in understanding your responsibilities and mitigating your risks.
| I never see the shareholder or manager from
our CPA firm in the field… |
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We believe so strongly in the value of client contact that our managers and partners are actively involved in the fieldwork phase of assurance work, actually working alongside our staff on your audit.
| It can take days before I get a return call from
my current CPA… |
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Questions are encouraged for any client need, something we prove by responding quickly, even after traditional business hours. We commit to every client to return all calls within 24 hours of receipt, although most are returned well before that deadline.
Market Leader Advisory and Business Technology Services
| Our information system is cumbersome, inefficient, and/or
inadequate for our needs… |
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Our consultants operate as extensions of our other service team members, bringing deep knowledge in system productivity and effectiveness in order to improve the quality of information your system produces resulting in improved decision making.
| I don’t even know where to start in exploring a
new information system… |
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Our technology consultants provide full systems analysis to identify integration and productivity issues that may be hindering your business growth.
| I worry about who will run my business when I’m gone… |
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Our succession experience spans three generations in closely-held middle market businesses. We’ve been there before and can help guide you through the maze of options and alternatives.
| I’m frustrated with communication breakdowns that
occur within my business… |
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Call us to set up a “conversation for action” workshop to locate the sources of miscommunication and help you move forward.
| I’m losing sleep over a pending transaction… |
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We’ve been involved in hundreds of mergers, acquisitions, and sales and there is very little we haven’t seen in terms of conflict resolution, negotiation sticking points or tight deadlines. We’ll take your call to help you sleep.
| I’m frustrated when others don’t understand or
pursue my business goals… |
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Actionable business plans are our specialty because we continue to coach and monitor you and your staff through the implementation phase of planning, something many planners leave out.
| I’m wondering what I’m missing that could be
hurting my business… |
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Ask about our business performance review, a proprietary approach to reviewing the health and risks of your business.
| I don’t know what performance metrics I should measure
and monitor… |
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Through a combination of business and IT consulting, we can help you identify KPIs and collect the right data for effective decision making.
Tax Planning & Compliance
| I hate being surprised when my tax return is prepared… |
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We engage our clients throughout the year to alert them of tax opportunities and changes so that they experience tax time as educated and involved consumers.
| I feel as though my tax accountant works for the IRS… |
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You’ll find our tax team to be no nonsense and technically savvy to support your long term financial well being – nothing less.
| I’m concerned about a recent tax notice from the regulators… |
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Offering many years of experience with regulatory bodies, we can represent your interests and provide you with peace of mind.
| I’m confused by all of the employee benefit
plan options available… |
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We can assist with the design, management and monitoring of a plan that supports your fiduciary responsibility and educates employees on prudent investing.
| Should I set up an LLC or incorporate?
I really don’t know the difference… |
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We’ve helped many businesses make that critical decision for tax, management and succession purposes and also helped them transition to a more effective structure.
Accounting
| I can’t find someone I can trust to handle my
bookkeeping needs… |
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Our CPA trained and managed accounting team is available for a variety of bookkeeping engagements.
| My books and records are always messed up… |
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We’ve cleaned up the books and records for many companies in the Twin Cities and ensure their accuracy moving forward so that you can focus on profitable business decisions.
| I don’t know if my bookkeeper is doing a good job… |
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Call us to review the books and we’ll offer candid and competent feedback. Our services range from complete bookkeeping services to periodic oversight and supervision of your personnel.
| I dislike personal recordkeeping… |
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Our personal accounting services include monthly bill payment, cash management and checkbook reconciliation as well as resources for wealth management.
| I’m worried that our bank doesn’t trust our
financial statements… |
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Many banks lend more credibility to financial statement compilations by an outside firm, and we offer a cost-effective solution as well as consulting to obtain and manage financing.
| I’m uncomfortable trying to figure out what my
numbers really mean… |
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Deciphering and interpreting your financial statements as well as ensuring they are properly prepared are among our most valued client services.
| I need someone I trust to handle my payroll needs… |
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Talk to us about calculating and applying unique withholdings, gross ups for health care or expenses, temporary loan payments, bonuses and other needs. We’ll work directly with you or your current payroll service.
Personal Financial Planning
| I worry I won’t be financially prepared for my future… |
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We can prepare a financial independence analysis to help you determine what you need to do today so that your future is secure.
| I haven’t done a thing with my own estate planning… |
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Contact us today to review your net worth and provide objective advice and recommendations to minimize estate taxes and maximize assets.
| I fear I’m not making the right investment decisions… |
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Our business consultants can provide an objective review of asset allocation based on your personal risk tolerances. If you’re ready for a change, our sister firm, SilverOak Wealth Management, can professionally manage your investment portfolio on a “fee-only” basis.
| I’m concerned that my qualified plan investment slate
is not well designed, exposing me to fiduciary risk… |
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Our assurance services are designed to mitigate risk and our sister firm, SilverOak Wealth Management, can provide professional and comprehensive asset management services for your qualified plan, including objective monitoring of investments and fund managers.
