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Fulfill your purpose

and focus on your passion and business

Business Startups

For many entrepreneurs, managing their company’s finances and taxes can be a full-time endeavor in and of itself—not to mention keeping up with the impact that being a business owner can have on their personal finances.

Our team can help. We guide you through the process of entity selection, provide valuable tax planning advice, and help you optimize your accounting structure. And, when your business grows to the point that you need professional back office and tax preparation support, look no further than our team to deliver comprehensive, affordable solutions that allow you to focus on growing your business—not day-to-day financial management.

Services:

  • Budget development—Based on sales projections for the upcoming year, we analyze where money is being spent in your business and then work to develop a budget that supports future growth and long-term financial success.
  • Accounts payable—We analyze money spent on outside services and supplies and offer cost-cutting recommendations. Additionally, we analyze reports that include your income statements and balance sheets to compare your current years’ performance with previous years.
  • Accounts receivable—We compare various cash, check and credit card receipts to the accounts receivable balance, or the total amount of money owed to your company to ensure you’re not leaving money on the table.
  • Financial statements—We record your company assets (including sales) and then subtract liabilities, including salary, office supplies and rent to offer your true net income. Your balance sheet and statement of cash flows provides a complete financial package.
  • Tax planning and forecasting—We analyze your individual and business situation to achieve your lowest effective tax rate. We also work with you to effectively plan for your long-term future and the future of your beneficiaries, as well as assist with business succession planning.
  • Tax return preparation—We provide timely, accurate services for individuals, sole proprietorships, businesses, partnerships and corporations.
  • IRS representation—We are licensed to practice before the Internal Revenue Service and state and local taxing authorities.

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