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Assessing accounting system needs
We understand that you went into business to make a career out of doing what you love… and managing your books probably isn’t your favorite activity. That’s where we can help. We’ll work with you to understand your business operations, preferred management style, tax and financial reporting needs, and available skills for managing a financial system.

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Designing, installing and supporting systems
You can trust in our extensive expertise in designing systems specific to small businesses and sole proprietors. Based on a thorough assessment of your business, we will design and install the best accounting system for you. We’ll make sure the system is easy and painless for you to manage, and we can provide training for you or your staff members running the system. We also provide ongoing support such as troubleshooting or training a new employee. If you’d like us to take some of the upkeep off your hands—such as reporting, doing payroll, and preparing statements—we can do that, too.

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Assisting with obtaining financing
Today’s small business financing options are as varied as the types of small businesses out there, and there are several specialized and less-traditional options you may not even know about. Whether you’re financing a startup, an acquisition, a real estate purchase or an expansion of your operations—we can guide you through the financing process and help you determine which loan may be best for you. We can also help you contact a lending professional and complete the application process.

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Analyzing potential business acquisitions
When you discover a potential opportunity for your business, you may want to check with our team of experts to assess your current financial standing and play out the possible ramifications of making an acquisition. We’ve helped dozens of clients successfully evaluate the pros and cons of an acquisition so they could make an informed decision about whether or not to proceed. We’ll make it very easy for you to look clearly and thoroughly at the costs and benefits of a potential acquisition.

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Preparing financial statements
Your business may be required to provide financial statements each year to an outside entity, such as a bank. It may also happen more frequently if your business model changes, you apply for certification or licensing, or you apply for financing. You can rely on our extensive expertise in this area to help guide you through providing these statements and preparing them for you.

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Assisting with retirement plan selection
Whether you’re trying to attract and retain good employees or set up a retirement plan for yourself as a sole proprietor, we can help you work through the maze of options and find the best plan for your business model and retirement goals. For example, maximum allowed contribution levels, withdrawal terms, and penalty rules and regulations differ depending on the way you set up your business and the retirement plan you choose. We can even help set up a plan for you and educate your employees about contributions, funds and the rules involved.

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Planning for partner or shareholders issues
The financial structure and agreements involved in business can be very complicated. We can assist you with ownership changes, basis issues and overall business structure planning. How income and deductions are reported at the business level will directly affect the individual at the partner or shareholder level. We can help you map out the process so you can anticipate the impact at the individual level.

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Representing you before the IRS
If your business records are ever audited or challenged by the Internal Revenue Service, we can help you prepare any reports you’re asked to provide, and we can participate in the inquiry on your behalf.

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Guiding bankruptcy proceedings
If you have consulted with professionals (preferably a tax lawyer) and determined that your only recourse is to file for bankruptcy, you will need to complete a petition (a request to the Court for you to be made bankrupt) and a statement of affairs (a report on all your assets and debts, as well as a declaration of insolvency). These forms and the entire process can be quite complicated. We can help you prepare and file the necessary documents and follow the required steps to completion.

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