Our Services

As a strategic accounting firm, our services focus on planning.  We assist with business growth planning, financial planning, retirement planning, business succession planning, tax planning, and more.  We always have our eye on the future and on opportunities to attack problems proactively.  We generally meet with our business clients quarterly so we are up to date on what is going on in their lives and their businesses.  This allows us to plan ahead to take advantage of opportunities in tax law, entity structure, and more.

Our services can be divided into two categories: strategic accounting services and compliance-related accounting services.

Compliance Services:

Compliance services help our clients comply with the law.  They are things like preparing a Form 1120S S-corporation tax return for a manufacturing business, or a Form 990 tax return for a nonprofit.  But even when performing compliance services like preparing tax returns, we think strategically.  We ask questions like, “how can we prepare this 990 tax return in the best way to allow our client to use it for fundraising purposes?” or “How can we best report the income and expenses on this tax return to take advantage of opportunities in the tax law to minimize our client’s taxes now and in the future?”

Strategic services

Strategic services help our clients get the results they want in their business and personal lives.  There is no set list of strategic services because they are the result of a collaborative creative process between us and our clients.  In our periodic business advisory meetings and frequent communication with our clients, we stay abreast of changes in our clients businesses and lives.  We bring this together with our knowledge of tax law, understanding of business operations, and so on.  The result is different in every situation, but it always helps move our clients closer to their goals.

Here’s a lost of some of the many compliance and strategic accounting services we provide:

  • Monthly or quarterly bookkeeping
  • Business tax return preparation including Form 1120, Form 1120S, Form 1065, Form 990, Schedule C, and so on.
  • Personal tax return preparation (Form 1040)
  • Estate and Trust income tax return preparation (Form 1041)
  • Preparation and filing of 1099 forms for subcontractors
  • Preparation and filing of County 571-L personal property tax forms
  • Preparation and filing of sales tax returns
  • Preparation of compiled financial statements
  • Preparation of reviewed financial statements
  • Periodic Business Advisory Meetings
  • Tax planning
  • Tax projections
  • Development and tracking of key performance indicators and metrics specific to your business
  • Industry comparisons
  • Financial statement preparation and discussion
  • Financial Statement ratio analysis
  • QuickBooks or Xero support and training
  • Succession planning
  • Creation of financial dashboards to quickly access summary data to use in board meetings
  • Development of systems of internal control to minimize fraud risk
  • CPA attendance at board meetings
  • Assistance in setting up and managing a payroll system
  • Budget development and monitoring
  • Guidance on entity selection
  • Guidance on setting s-corporation owner salary
  • Assistance in setting up and contributing to a retirement plan
  • Financial Planning
  • Setting up your accounting software to track multiple locations, products, or services
  • Consulting around buying or selling real estate or businesses
  • Designing and monitoring a debt reduction plan

And like the beat, the list goes on, everlasting