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What We Hear From
Small Business Owners
If it's not my genius, then it's not my job. I have no intention of keeping up with tax laws and spending hours researching tax advantages for my business. Therefore I cannot be good or better than someone that specializes in this area.
Time is my most valuable resource. Spending time doing taxes and keeping books current is not the best use of my time. I need to focus on better serving my existing customers and educating prospects on my products and services.
I regard my CPA as a member of my team. She advises us on financial matters, prepares business financials accurately and on time so I can make good business decisions using good information-alerts us on laws that impact our tax strategy.
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SMALL BUSINESS
We Understand...
When you start wondering what method to use to between cash to accrual accounting? When you are looking to grow your business, even if you understand accounting. This might be the time to come in for that free hour consultant. We work with both startups and exiting business.
We do more than just record transactions and passively generate documents we actively analyze, We help you interpret and convert that data into actionable business intelligence.
- Startup – Not sure what entity is best for tax purposes. We can sit down with you discuss which will best suit your business and your personal goals.
- Tax Planning. We become part of your team thereby become involved in business planning throughout the year. We regularly advise you on the business so your business functions with peak tax efficiency.
- Business Consulting. We will help you grow your business. We help you assess business problems and offer specific solutions. In short, we strive to understand your business from the inside out.
- Personal Finance Advice. We understand that your personal finances are integrally linked to your business finances. We take a holistic view of both your personal and business financials. We not only help with tax returns, but with longer term tax planning, business planning, and even personal tax planning. Mostly we strive to give you the best tax advice so you run your business tax efficiently.
- Quickbooks Pro Advisor - If you're a small business owner and find yourself sitting in front of QuickBooks wondering where to begin that’s a good time to let us help you get off to a good start.
- Credit Application - Most Banks will require a CPA when considering giving loans. We help in this area too.
- IRS representation – Sometimes the unexpected arises with the IRS. We also represent our clients helping take away the stress.
- Network within our network of professionals, we can also direct you to financial planner, insurance professionals and living trust professional for more help specific to your needs.
Please click here for a brochure
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