Bookkeeping & Tax Planning
Keep your business finances running smoothly
Maximize Growth with Expert Bookkeeping Services
As a business owner, you often have too much to do and too little time to do it. While you’re wearing so many hats, it can be difficult to step back and do the planning needed for your business to grow, create more wealth for yourself – much less put away maximum dollars for retirement.
We help business owners like you every day by becoming your partner in providing resources, information, services, and products that make a world of difference in your workload. So many facets of your business can come to a screeching halt if your money isn’t managed correctly. You can trust us to manage your money flow so you can get back to the important tasks.
Your bookkeeper will act as an extended member of your team, learning the nature of your business, money flow, and financial goals. Bookkeeping services cover a broad range of tasks, all with the goal of streamlining your money flow and systems. We help you manage your day-to-day finances, monitoring cash flow from your accounts, bills, and invoices. We integrate your systems and organize your books to improve your business’s money management. This also allows us to make sure that communication is straightforward and simplified.
With an extra set of eyes on your finances, we can provide insight on where you can cut cost, and make a plan for profitability. Our perspective also serves as a layer of protection for you, as we are able to identify and correct banking discrepancies when they happen, and avoid errors that can lead to penalties. From balancing bank accounts, handling payroll, and preparing financial reports, we’re here to keep you on track and on top of your deadlines. Filing your business taxes even becomes a simple process when the legwork is done for you. We’re here for you and look forward to helping you reach your goals!
Taking the pain out of business tax planning
Optimize Compliance and Maximize Tax Savings with Our CPAs and EAs
Business owners have a lot to consider when it comes to building a tax planning strategy. The way businesses are taxed gets more complicated each year as federal tax code changes. This can become a real hurdle to remain compliant and stay on top of potential savings. Investing in business tax planning can help save time and money down the road.
Our expert CPAs and EAs (enrolled agents with IRS) are have extensive knowledge of corporate tax law and are able to help you make sure that you’re not leaving anything on the table. We are your advocates in making sure that you are as tax efficient as possible, making sure that you pay the least amount in taxes as possible, while also taking advantage of tax saving opportunities. It’s all too easy to miss out on unclaimed rebates, benefits, charge-backs, and deductions. Having a plan and path ahead puts the control back into your hands, allowing you to decide when you pay your taxes.
Based on our understanding of your business, we may even advise you if a different company structure can serve you better. Different businesses pay different taxes rates based on their company structure, and finding the right one for you can make a massive difference in your financial planning.
Understanding your tax rates and staying on top of all the aspects is one of the most complicated and changeable aspects of owning a business. We will work with you to understand your industry, the types of transactions that you process, if you have employees, own your property, and what types of taxes you have to charge for the goods and services you provide. We get a clear picture of the nature of your business, help you understand what taxes you are responsible for, and make sure that you’re paying the right taxes at the right times. We’re here to help.
