Small Business Planning and Consultation

Let Us Help You Customize a Small Business Accounting Solution, So You Can Get Back To Running Your Business.

Focus On Generating Revenue And Taking Care Of Your Business

When you are a small business we know how busy things can get. We want you to be able to focus on generating revenue and taking care of your business, so we provide all the accounting services you will need to keep things running smoothly. We can help you customize a solution that will fit your needs.

The basic tasks that are needed for a strong business accounting system include a balance sheet, income statement, bank and credit card reconciliation and reporting on your general ledger. If you would like to include additional needed services we can also provide you with payroll services, tax planning, and tax preparation.

Our “Basic” Plan For Small Business Accounting Services

Bookkeeping – Monthly financial statements (P&L-cumulative statements of income and expenses, balance sheet, transaction list, bank reconciliation); pick-up/ delivery of your records & statements
Payroll – ‘Live’ payroll utilizing PAY-CYCLE; ‘After-the-fact’ payroll for federal, state, and local reporting purposes
Tax Return Preparation – corporate, partnership, trust and estate tax returns
‘Your Virtual Accountant’ – 24-7 accessibility for your accounting and business related questions by phone
Independent Financial Statement Audits – Audits performed in accordance with Generally Accepted Auditing Standards and U.S. Government Yellow Book

Small Business “Expanded” Services

We understand the needs of small businesses and hence offer the following expanded services.

Business Planning – writing custom Business Plans for your business after client consultations, detailed market research & analysis
Marketing / Strategy Development – planning/ implementing Internet & promotional campaigns; experienced “direct” mailing strategies
Financial Budgeting – financial operations planning and capital budget planning
Cash Flow Analysis
Loan Application Preparation
Accounting Software – selection, installation & software training
Operations – shop/store layout, work-flow and system analysis and efficiency/effectiveness evaluation
Personnel – Internet recruitment, selection methods, & training

Benefits you will receive:

Profit and Loss Statements will help you monitor your business better, allowing YOU to see developing trends and to help YOU plan for the future.
Use us as a sounding board in all important financial decisions. This will help YOU make the right decisions and help YOU understand the new tax laws.
Peace of mind knowing your tax reports are correct and filed on-time, saving YOU money in penalties and interest for late filing.
Keep your money! The more YOU make the more the IRS wants. We will show YOU how to keep your money legally.
We come to YOU each month. We make sure that your tax reports to the state and federal authorities are filed on time.

01

Apr

Receiving an inheritance can be a financial boost, but many beneficiaries wonder whether they will have to pay taxes on the money or assets they receive. The short answer is that inheritance itself is not federally taxable, but certain aspects of inherited assets—such as investment income—may be subject to taxation. Federal Inheritance Tax The IRS […]

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01

Apr

In New Jersey, the executor or estate administrator is typically responsible for filing an inheritance tax return when required. The state imposes an inheritance tax on certain beneficiaries who receive assets from a deceased person’s estate. Understanding who must file this return and under what circumstances is crucial for estate planning and compliance. Who is […]

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01

Apr

Many people assume that New Jersey has eliminated its inheritance tax, but this is not the case. While NJ abolished its estate tax in 2018, it still imposes an inheritance tax on certain beneficiaries. Understanding the difference between these taxes and who is affected is crucial for estate planning. The Difference Between Estate Tax and […]

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Marc has been both my business and personal accountant for several years. During this time I have had a number of small businesses and bought and sold real estate. I know that I can rely on Marc to do the best possible job for me in any financial situation.

JEAN WILCOX

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Thurs – 9AM-10PM
Sat – 9AM-3PM | Sun – Closed

Small Business Planning and Consultation