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.

22

Apr

Social Security might be excluded in New Jersey—but that is not the end of the story. It should be recognized that retirement income might still be taxed in accordance with the type and total income, as well as the age information. What qualifies for exclusion should be acknowledged well, as it can be a key […]

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22

Apr

The term “exempt” brings comfort—specifically when it is linked to taxation season. In New Jersey, many seniors find that not all retirement income is treated equally. Indeed, the state already exempts Social Security benefits. Yet, there are further layers of relief for residents satisfying specific eligibility qualifications. Who Can Claim an Exemption? The general rule […]

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22

Apr

New Jersey presents retirees as well as other residents with distinct tax advantages, particularly in terms of types of income that are not subject to state tax. Recognizing what is excluded in advance might be helpful in creating a clearer picture of financial obligations—especially in the case of aiming to maintain more tax-free income in […]

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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