Navigating Your Financial Journey
Unlocking the Power of a Full Accounting Team for Small Businesses
“Large companies have bookkeepers, payroll processors, accountants, tax professionals and CFO’s all working on their behalf to lower taxes and increase profits and the owners net worth. Our small business clients generally cannot afford to have even one of these people on staff, much less all of them, but they need them just as much (if not more). So, we become their outside accounting department on an as-needed, but proactive basis. At our firm, you get assigned a bookkeeper, payroll processor, accountant and CFO. You will see, as we go through everything, how different we are from the traditional CPA firm.”
Series of Initial Strategy Session
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Guidance & Consultation
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Tax Planning & Tax Preparation
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Accounting & Recordkeeping
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Financial Planning
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Series of Initial Strategy Sessions
The first thing we do for you is a series of Initial Strategy Sessions where we do a ‘State of the Union Address’ on your business including a financial and tax ‘tune-up'.
Business Entity Review
Prior Tax Return Review
Recordkeeping Review
Financial Statement Review
Tax Strategy for Business and Personal
Owner Compensation Analysis
Tax Projection
Financial Planning Review
Guidance & Consultation
Going forward we will need to maintain and monitor the tax and business strategy we set up. How this physically works is you send us your information each month so we can keep your records up to date and provide timely advice. If you call us with a question in June, we can immediately bring your financial records to the screen and provide accurate, timely advice.
Tax Planning & Tax Preparation
Our service includes ongoing tax advice throughout the year. This eliminates surprises and provides a proactive approach to tax planning. We take responsibility for estimated tax payments ensuring proper payments are made and penalties are avoided. We are different. We get corporate tax returns done in January, individual tax returns done in February, so in March we are looking at what happened in January and February and planning for the rest of the year.
Accounting & Recordkeeping
As far as recordkeeping, we keep your records in what we call an ‘audit ready’ state. This means if the IRS or any other governmental agency audits you, we sit down with them in our conference room and present them with our detailed, balanced set of records. The current and accurate financial information we prepare provides the foundation to help you with business analysis and year round tax planning.
Financial Planning
We see the whole picture so we can recommend ideas and tax efficient plans that will help you meet your financial goals. We recommend ideas in the areas of retirement planning, education planning, wealth accumulation planning, emergency planning and specific purpose planning. We work hand in hand with your financial advisor to make sure these tax efficient plans get implemented.
The Difference That Makes A Difference
“The traditional firm works in many different areas of focus such as audits, divorce work and valuations. We are different. Our sole and absolute focus is working with the small business owner. This is all we do day in and day out.”