As a CPA led business and tax advisory firm, we are experts in tax reduction strategies and helping you manage and analyze your business finances. We do this by getting to know you, your goals and your business. One of our main ways to help you is to organize your finances. When your information is organized properly, we can help you make better decisions, maximize deductions and pay less taxes.

Why Proper Accounting Matters to Your Business

Understanding the financial health of your business isn’t just about knowing how much money you’re making. It’s about having a detailed understanding of your income, expenses, assets, and liabilities to make informed decisions. Proper accounting provides this vital information, allowing business owners to:

• Understand the financial state of your business
• Make data-driven financial decisions
• Track business growth and profitability over time
• Identify and address cash flow and other financial issues

The Importance of Tax Planning

Effective tax management starts with proactive tax planning. We understand that each business is different, which is why we offer customized tax strategies to suit your specific needs. By starting with tax planning, we can identify tax credits and maximize deductions ahead of time, reducing your tax burden and increasing your cash flow.

Additionally, we stay up to date on new strategies and IRS regulations through continuous education. All Certified Public Accountants are required to do a minimum amount of annual training. However, as a Certified Tax Planner, we go beyond the minimum and stay current on ideas that help pay less so that you can accomplish your goals faster.

Advising You Beyond Tax Season

Unlike some firms that interact with clients only during the tax season, we believe in a year-round relationship. We work with you throughout the year to provide continuous tax advice and proactive planning to minimize tax liabilities and maximize profit and cash flow.

Understanding Key Financial Reports

Financial reports are the compass that directs your business towards success. They help you understand where your business currently stands and where it’s headed. Here are three key financial reports we help you understand and utilize:

• Income Statement (Profit & Loss Statement): This shows your business profitability during a specific period, showing revenues, expenses, and net income.
• Balance Sheet: It provides a snapshot of your company’s financial health at a particular point in time, detailing your assets, liabilities, and equity.
• Cash Flow Statement: This report shows how changes in the Balance Sheet and Income Statement affect cash. Basically, where did cash come from and where did it go.

Making Tax Preparation and Compliance Easier

Tax preparation and compliance can often be complex and time-consuming, but it doesn’t have to be. We take the time to understand your business and your goals. This understanding allows us to streamline the tax preparation process, ensuring accuracy and compliance with the latest tax laws.

QuickBooks Setup and Training: Simplify Your Accounting Process

As part of our comprehensive small business accounting services, we provide QuickBooks setup and training. We understand that most people don’t just have the time to learn a new software on their own. Additionally, a system like QuickBooks needs to be set up properly so that you can use it correctly. We’re here to help with that and provide that ongoing oversight and support.

Ongoing Business Advising: Guiding You Towards Success

Helping you grow doesn’t stop at accounting and tax services. We can also provide ongoing business advising to help you navigate the complexities of running a business. Whether it’s financial forecasting, budgeting, or strategic planning, we’re here to guide you towards a successful and profitable future.

“The very first day of working together, they found all sorts of errors

that my previous accountant had either created or missed.”

Ashley L.