This Is Why
We Should Work Together
You have worked hard to develop your business and have spent a significant amount of dollars refining processes and creating value. Has growth been stagnant lately? Do you need a fresh set of eyes to look at potential improvements to processes or financial reporting?
We would love the opportunity to speak with you about any pain points or bottlenecks within your business. We can help you by communicating with all necessary parties inside and outside of your organization to streamline your business needs. We can do the heavy lifting for you by implementing necessary technology that you can use to continue growing your business.
Your business could save thousands through using more technology instead of relying on manual processes. Having access to your documents electronically will save enormous time and money during audit and tax season. Also when looking to acquire and divest assets, it is important to have your records readily available and not have to create them from scratch.Â
Relationships
When working with family offices, establishing good relationships is essential to success. We strive to earn the trust of small companies and especially if they are family-owned and operated. Building and maintaining relationships with each person in the organization will make both you and us successful.
Bullet Proof Documentation
We strive to make the process and your paperwork bulletproof. We also ensure your payroll provider, tax preparers, and accountants are all on the same page, if applicable. This ensures your financial records and taxes are accurate and will stand up to IRS scrutiny should it arise.
Employee Training
When you work with our team, you get bookkeeping, tax return preparation, and accounting software support. This includes any training needs for your small business employees. Hiring the right person for the job is very important and the right training is even more important. We are here to help with employee training as it relates to your company future.
Reduce Taxes Owed
By examining your tax return for prior years, we can research the major areas where potential tax savings is lurking. Tax credits offset your federal (and some state) income taxes and apply as an offset of the taxes you owe. They may also apply to company paid payroll taxes. If your organization does a lot of research and development, there are R&D tax credits that can unlock substantial tax savings for your firm.
Audit Ready?
Does your small business need an annual audit or review to obtain borrowing? Do you rely on third party investor capital to grow? We will work with you to ensure you have everything in place to obtain an audit or review of your financial statements. If this is a recurring pain point, we can examine everything closely before you need to place a call with an audit firm. We want to make this a painless process for you.
Reporting Packages
We can prepare a financial reporting package for your organization that can be recreated on a monthly basis. This will help the decision makers within your small business be able to make wise decisions with accurate information at hand. We will create a streamlined process for obtaining key information from your accounting system and will be able to explain thoroughly to management.