Tax & Accounting Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. My firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
Accounting Software Selection & Implementation
I work primarily with Quickbooks Online. If you are currently using Quickbooks Online, or wanting to switch, then I may be able to help. If you are using another online platform, contact me and I can see if can assist.
My solution for most small businesses is to train you on how to do your accounting in house, there is no need to pay me to be a bookkeeper. This provides you the advantage of understand what is going on in your business and having access to data faster.
What I can provide is like a Virtual CFO (Chief Financial Officer) for your company. I look over your books, look for errors, and provide financial guidance to you.
My fees are based on what needs to be done, not an hourly rate. I want to be upfront as to what I am going to do for you, and the cost. Too many accountants charge you by the hour and you don’t know how much you are going to pay.
Business Consulting
I have been helping small business for more than 17 years (have worked with more than 3000 small businesses) and prior to that owned multiple businesses over a 25 year period. I am here to help you with how to grow your business or how to survive. Most of all here to be a sounding board for you.
Many of my Tax and Accounting monthly plans will include my advising, but if you have particular needs, such as business plans, marketing plans, etc. then we can discuss and provide you with a quote.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. I can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Buying or Selling a Business
Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, I can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, I can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
Financial Analysis
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. I am ready to provide this type of financial analysis to support the continued prosperity of your business.
Financial Statements
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. I will work closely with your key personnel to develop and finalize accurate and timely financial statements.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and I am constantly identifying new ways to reduce federal, state or local tax liabilities.
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Federal Business Tax Returns to include Schedule C, 1065 Partnership and 1120S s-corporation.
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State Business Tax returns for the above
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Personal Tax (1040) returns for individuals.
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Assisting with State Sales Taxes
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Assisting with Payroll Taxes
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Assisting with any local taxes such as business licenses, business property taxes, etc.