Services – Business Owners
We provide individualized services to our business owners so that they can concentrate on growing their business and doing what they love without having to worry about the many Federal and State Tax guidelines or the little things needed to protect their business.
We provide a variety of services to our clients to help them keep everything about their finances in order, help them protect their family and achieve a prosperous Retirement.
Accounting/Bookkeeping Services
Whether it is an annual visit, monthly visit or even more often we can help keep your business on track with everything financial. Our Accountants have enough experience to handle any business or not for profit organization no matter what the industry. We can provide these services either at our office with our trained staff or we can come to you, whichever is more suitable to help you grow your business.
Budget and Cash Flow Projections
Budget and Cash Flow projections are the most important financial aspect of any business. We can help you achieve greater success by working with you to better understand your budget and manage cash flow. This is essential to maintain any successful business.
Business Consulting
We take pride in the fact that we have experience dealing with many different business types in many different industries. We enjoy helping our business owners grow their business and become successful in their field of choice. Our Accountants are available to help with any questions our business owners have to solve a problem, get ahead or just become more efficient.
Business Entity Selection
The way you structure your business has far-reaching tax and financial implications. Each business entity class—partnership, LLC, sole proprietorship, S corporation, etc.—has distinct advantages and disadvantages with respect to tax liability, personal asset protection, operational structure, and more. Selecting the best entity type for your company requires careful analysis of your business objectives.
We will thoroughly review your current transactions and business plan with you to help you find the ideal structure for your business. And because the best entity designation today might not suit your evolving needs in the future, we will also provide guidance on how to regularly reassess your business structure, and change it if appropriate.
Employee Retirement Plans
Our Accountants are available to not only help our business owners be successful for today but also into Retirement. We can help our clients to achieve success by establishing a Retirement program that is designed for whatever their individual needs.
Financial Statements
Maintaining clear, accurate and timely financial statements is one of the most impactful investments you can make in the long-term success of your business. Well-prepared statements ensure hassle-free internal and external audits, help guide management decisions, and present the stability and growth potential of your business to prospective lenders, investors or buyers.
Preparing the primary components of a financial statement – mainly the balance sheet, income statement, cash flow statement and statement of shareholders’ equity – requires thorough record keeping and detailed analysis. Clear, easy-to-read presentation matters every bit as much as precision.
We will work closely with your key personnel to assemble all the data needed to develop your financial statements. We will then help you finalize the statements to ensure compliance with industry standards and so critical information can be found at a glance.
Group Health Insurance Plans
Our Accountants want to make sure our clients are protected in every way. We are eager to help with setting up health plans for our clients and their employees in the most cost effective manner possible.
Management Advisory Services
Managing your business for optimal efficiency and effectiveness requires continuously tracking and analyzing a wide range of data points to make informed decisions. We work closely with key personnel across your organization to gather and interpret the critical information that drives your company’s long-term success.
Many management consultants offer a narrow focus, but our approach is comprehensive. We provide expertise in general business planning, merger and acquisition support, and a broad range of other services designed to keep your company on track and moving toward its goals.
Payroll and Sales Tax Filings
Payroll and Sales Tax Filings are usually where business owners struggle the most. Improperly prepared or filed Payroll and Sales tax Returns can cause substantial headaches and costly fines. Our Accountants can make sure that your returns are properly prepared and filed in a timely manner helping you avoid costly problems.
Tax Preparation & Planning
Our Accountants can prepare and file any tax filings that are necessary for your busy entity. By being involved with your business on a regular basis we can also give you the heads up on any tax issues that may be on the horizon and guidance on how to minimize tax liabilities.