For small business owners, it is difficult to be able to keep track of everything; from bookkeeping and accounting to management and strategic planning. With all those tasks, we would like to assist you in your pursuit of success and provide our services in alignment of your needs.
Our comprehensive business services include filling out corporate tax returns, Partnership, and Sole Proprietors. Form 1120, 1120S, 1065 and Schedule C.
We’re dedicated to helping you and your business of starting by a business guide. We take you through each step of starting a business and help you understand what’s ahead.
Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing.
The first step in setting up any business is getting incorporated of forming a limited liability company or LLC. We offer free initial consultations regarding new business.
When it comes to paying employees, laws and the IRS have made the payroll function a time consuming nightmare for the small business owner.
Small business owners spend an average of eight hours a month performing payroll functions. That’s 12 full days a year that could be spent generating sales, prospecting new business opportunities, improving products or services, or servicing customers.
We offer payroll solutions that meet your business’s needs and enable you to spend time doing what you do best–running your company.
Part-Time CFO Services
Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success. Growing businesses often reach a point where they need professional financial advice, but can’t afford a full-time CFO or controller.
The cost of hiring a full-time CFO can range from $60,000 to over $100,000 per year plus bonuses and benefits. Our Part-Time CFO services provides you with experienced support at a small fraction of that cost.
Audits – Reviews – Compilations
Stockholders, creditors, and private investors often need assurance that the financial statements accurately represent the true financial position of a company. Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide three levels of assurance to meet your needs.
Cash Flow Management
A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you. We can help you develop both short-term (weekly, monthly) cash flow projections to help you manage daily cash, and long-term (annual, 3-5 year) cash flow projections to help you develop the necessary capital strategy to meet your business needs.
We also prepare historical cash flow statements to help you gain an understanding about where all the money went.
Objective valuation can make the difference between loss or gain, success or failure. Business valuation is not an exact science. It’s based on judgment, experience and relevant information. You need professionals who are well qualified, with significant experience in evaluating all types of organizations. Few things are more important to business owners than the value of their business. The valuation you get for your business can make or break a proposition.
Our approach is to intimately know your business, in order to understand what constitutes its value. We work closely with you to analyze your operations and historical financial data. Our in-depth knowledge of your business enables us to provide a well-reasoned, fully documented and defensible valuation opinion.
Strategic Business Planning
If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company’s direction. It can ensure that your key leaders are all on the same page, and keeps both management and staff focused on the tasks at hand.
Let us help you develop a powerful Strategic Business Plan that drives your business to the level of success you deserve.
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
If you own a family business, retirement isn’t simply a matter of deciding not to go into the office anymore. Comfortable or not, succession planning should be a priority for any family business considering that more than seven out of ten family-owned businesses fail to survive the transition from founder to second generation; typically falling prey either to estate taxes, family discord, or both.
Let us help you pass on what’s taken a lifetime to build.
New Business Formation
Opening your own business is exciting and thrilling. It’s all the steps which comes after the excitement that dictates whether a small business will make it or not. A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business. Success lies in the approach you choose to take.
We help you avoid the common pitfalls that many new small business owners make when starting their new venture.
The IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status.
At times, you may need a trained outside professional to evaluate your company’s operations to determine if the appropriate controls are in place, to ensure proper handling of resources and to protect yourself from employee theft.
We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures, then we make recommendations that help your company become stronger.
- Financial Statement Preparation and Analysis
- Budgeting & Forecasting
- Cost Allocation
- Cash Flow Management
- Trend and Scenario Analysis
Online Accounting & Bookkeeping Services
- Bank Reconciliation
- Account Reconciliation
- Month, Quarter and Year End Closing
- Fixed Assets Management