Small Business Accounting



Financial Statements


We will prepare financial statements based on your in-house accounting records in the event you need to borrow from a financial institution. We will be by your side for any consultation during the loan application process. If we have been a part of your process from the beginning, we will help negotiate with various lenders and assess the loan proposals to your benefit.


Tax Estimates


We also estimate your monthly or quarterly income taxes. Being a quickbooks Certified ProAdvisors Online, we have the ability to compile your daily accounting records at mutually agreed upon reasonable fees, or we can help identify and select the best accounting software for your business needs.


Payroll Services


Payroll is more often than not an important and daunting task for small business owners. We can hwlp! Whether you are looking to outsource payroll or find a new payroll service, we can make it effortless and stress free. Our team can allow you to better focus on your daily operating needs. We can set up, run and monitor your payroll program ensuring you are compliant with payroll laws. We can even train your team to process the payroll in-house.


We are more than accounting...

Company Benefits


401k Plan As the owner of a growing small business, setting up a retirement plan for you and your employees is a smart way of leveling the playing field with larger companies. A retirement plan will attract and retain valuable employees and may offer tax advantages as a business owner.


Our team could assist you to evaluate various 401k plan providers by looking through their proposals, measuring the associated expenses and fees and define the details of the plan and services; including the enrollment process, support services and hours, evaluating bench-mark investment options and available loan options for rainy days.


Executive Benefits There are quite a few exclusive and custom designed programs gearing toward owners, higher-pay executives and their families are in existence for your choosing. Our team will evaluate these options and help you determine what will be best for your personal needs.


Business Valuations


The worth of your business/practice is the foundation for any contemplated business merge or acquisition or succession planning. The value is also key to report on your business returns as well and it could become an audit key point. Valuation methods are many; selecting the “best” one requires the understanding of the nature of your business, the legacy you want to leave, and the relevant business and individual income taxes and possibly individual gift and estate taxes.

So when you want to brainstorm a venture, we will listen and offer various possible strategies for you to evaluate.


And, when it is time to map out business succession plan, whether you wish to sell your business to a third party with a highest offer, or to have your family member(s) take over, we will help answer any questions that you might have as an objective advisor, and plan the transition in a most tax efficient way possible.

In short, our goal is to assist small business owners to identify the most tax advantageous way of saving for their retirement and to fund their children’s education.


Establishing an S Corporation or Partnership

To gain a deeper understanding of your business we will review your financial statements and discuss your business with you. This is an important step in determining the best business structure for your venture.

Because a business structure can be both complex and difficult to understand, we can assist you in setting up your business entity, while recommending suitable corporate benefit plans to minimize tax burdens.


Retirement Planning


A proper retirement plan enables small businesses to compete against larger corporations in hiring and retaining quality employees, so we will discuss the most tax advantageous and cost-effective retirement plan for your business, giving you significant advantages.


Tax Planning Strategies


We are strong advocates for both business and personal income tax planning. We will help determine best applicable strategies for owner-employees. We offer a unique advantage not available with most accounting firms: we may be your go-to-source for business operations as your CFP/CPA, but we also have the professional training and education necessary to help you plan for your and your children's financial future. 


Summary of our services for small businesses


Set up a business entity

Set up a corporate-sponsored retirement plan/ account

Set up payroll

Set up a company benefit plan

Set up a personal tax plan

Help with business operations to enhance cash flow

Help with financial statements for mergers and acquisitions

Discuss exit strategy (collaborating with the owner's personal Estate planning)