SMALL BUSINESS SERVICES

Business Structure and Entity Selection

• Concern: Choosing the right business structure can have significant tax and legal implications.
• Our Solution: We will advise on the best entity type (LLC, S-corp) based on the your specific situation, which can optimize tax outcomes and limit liability.

Strategic Planning and Growth

• Concern: Planning for growth requires a clear strategy and understanding of financial implications.
• Our Solution: We will provide strategic advice, help analyze growth opportunities and assist in securing financing or investment.

Cash Flow Management

• Concern: Many small businesses face challenges maintaining a healthy cash flow, which can impact day-to day operations.
• Our Solution: We can create cash flow forecasts, help manage payables and advise on budgeting to ensure that the business has enough liquidity.

Financial Reporting and Analysis: 

• Concern: Interpreting financial statements can be challenging for many small business owners without the right expertise. 
• Our Solution: We prepare accurate financial statements and provide insights through financial analysis, helping owners understand their financial health and make informed decisions.

Record Keeping

• Concern: Maintaining organized and accurate financial records is crucial but often neglected.
• Our Solution: We can set up efficient record-keeping systems and offer ongoing support, ensuring that documentation is in order for tax season.

Regulatory Compliance

• Concern: Keeping up with local, state and federal regulations can be daunting.
• Our Solution: We stay updated on regulatory changes and can help ensure that the business complies with relevant laws, minimizing the risk of penalties.

Budgeting and Forecasting

• Concern: Creating and adhering to a budget can be challenging without financial expertise.
• Our Solution: We can assist in developing realistic budgets and forecasts, allowing business owners to set financial goals and track performance.

Year-end Financial Statements: 

• Concern: Preparing accurate and comprehensive year-end financial statements can be time-consuming and confusing, especially for business owners without a background in accounting.
• Our Solution: We handle the preparation of your year-end income statements, balance sheets, and cash flow statements, ensuring they meet compliance standards. With our expertise, you can close out the year with confidence and focus on strategic planning for the next.

Annual Reviews

• Concern: Without a thorough review of your business's financial performance, it’s difficult to identify opportunities for growth or areas for improvement.
• Our Solution: We provide detailed annual reviews to analyze your financial health and performance trends. These insights help you make informed decisions, improve operations, and set realistic goals for the year ahead.

Small Business Consulting Services

• Concern: Navigating growth, financing, or expansion can be overwhelming without tailored, expert advice.
• Our Solution: We offer strategic consulting services customized to your business needs. Whether you're planning to scale, secure financing, or expand operations, our team provides actionable insights and guidance to help you achieve your goals.

Special Projects

• Concern: Major initiatives such as mergers, acquisitions, or large investments require specialized financial expertise that may not be readily available in-house.
• Our Solution: We offer focused support for specific projects, leveraging our expertise to manage the financial aspects of mergers, acquisitions, or other significant initiatives to ensure successful outcomes.

Technology and Automation

• Concern: Adopting new technologies for accounting and financial management can be complex and intimidating without proper guidance.
• Our Solution: We help you embrace technology by recommending suitable accounting software and tools tailored to your needs. Our team also assists with implementation and provides training to ensure your operations are streamlined and efficient.

Year-Long Tax Preparation Advisory

• Concern: Managing taxes throughout the year can be overwhelming and leave you unprepared when it’s time to file.
• Our Solution: While we don’t offer tax filing services, we provide expert year-long tax preparation advice. From staying organized to identifying potential deductions, we help you stay on track and minimize your tax liabilities, making filing season stress-free.